Download this article as a PDF. A key element of estate planning is choosing an executor, someone you trust to carry out the instructions in your will. To ensure that the administration of your estate is completed efficiently and economically, it’s important to carefully evaluate your needs and choose your
Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed. With so many options, determining the best use for each type of account as part of
Download this article as a PDF. A Registered Disability Savings Plan (RDSP) is a tax-sheltered savings vehicle designed to help families ensure the long-term financial security of a loved one affected by disability. There are several key benefits: • Assets within an RDSP do not affect the beneficiary’s eligibility to
Discretion is the Better Part of Valour “We are navigating by the stars under cloudy skies.” – Chairman Jerome H. Powell, August 25, 2023 Download this PDF here. The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between
Download this article as a PDF. For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2022, the following information outlines how their 2023 minimum withdrawal will be calculated. All RRIF withdrawals are
Download this article as a PDF. BACKGROUND The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.
Download this article as a PDF. What is an Advanced Healthcare Directive? An Advanced Healthcare Directive (“AHD”) is a legal document providing instructions for your personal care and/or healthcare decisions when you are not capable of making those decisions yourself. An important part of a comprehensive wealth plan, an AHD
Download this article as a PDF. It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your time, and if you have the means to support the lifestyle you envision? This list of questions is designed
We love to think this is true… and for some lucky people, it might be! However, the reality is, a critical illness (CI) can occur at any time and if it does…it may have a crippling effect on the financial security of you and your family.
A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative. Allow me to recapitulate
A New Era Is Upon Us Download this PDF here. “Nothing is more powerful than an idea whose time has come.” – Victor Hugo There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within
Thinking Ahead to the Sale of Your Property(ies) It is the summer — one of the busiest seasons for residential home sales. For many of us, our home is one of our most valuable assets. With many investors now owning multiple properties, thinking ahead to their eventual disposition may be
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We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
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