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Personal Wealth and Finance




Estate View

Solutions for your Estate Plan

An estate plan prepares in advance for the distribution of your wealth at the time of death in the most tax advantageous way. Here are a few strategies to accomplish this. Estate planning is generally done years ahead, to avoid taxation pitfalls that can erode wealth transfer to heirs.


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Estate View

Estate Wealth: Executor Strategy

Every adult needs an up-to-date will. Without a will, provincial laws outline how an estate is to be settled, which may not reflect your wishes. Outdated wills may not allow for changes in: • family circumstances such as a new …


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Business

Managing business risk is a survival strategy

Start-up firms and smaller companies are especially vulnerable to risk because they often lack considerable company sophistication and in-house risk-control expertise. Some risks are potentially devastating and therefore must be insured against; others are less menacing. We can broker for …


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Mortgages

Reviewing your mortgage is important

We have been blessed with low-interest rates affecting lower mortgage rates. Have you thought about what happens to mortgage rates and how a household’s expenses go up when these rates rise?


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More Recent Articles




Mortgages

Why use a Mortgage Broker

As a dedicated mortgage professional, I have access to numerous lending institutions offering unique mortgage products. First-time homebuyers or those either with a mortgage for renewal or looking to refinance, give us a call. You needn't look any farther as we offer great options as a one-stop broker.


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Life Insurance

Understanding Life Insurance Planning 

Life insurance plans offer tax-free death benefits, which protect against lost income if one partner who is a wage earner were to die. It can also be used to pay off a mortgage, credit card or Home Equity Line of Credit (HELOC) debt. 


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Registered Investments

Educational Planning

The Registered Education Savings Plan (RESP) Facts about an RESP A Registered Education Savings Plan (RESP) is a savings plan registered with the government that can help you save for your child’s post-secondary education. Money invested in an RESP grows tax-deferred. …


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Registered Investments

RRSP and TFSA Differences

The Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Plan (TFSA) offer two different tax advantages to allow your money to grow. Let’s compare to see which or if both are preferred for you.


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Investor Insight

Cognitive Biases and Investment Decisions

Cognitive errors in the way people process and analyze information can lead them to make irrational decisions which can negatively impact business or investing decisions.1 Anchoring Bias Some investors anchor their investment decisions by fixating on a targeted result. Calculations …


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