by James Dietrich | Nov 22, 2019 | 2019 Only, Blog, estate planning, Family, individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the key...
by James Dietrich | Jul 1, 2019 | Blog, Business Owners, investment
Segregated Funds and Mutual Funds often have many of the same benefits such as: Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...
by James Dietrich | May 1, 2019 | Blog, Charitable Gifting, estate planning, Family, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by James Dietrich | Mar 21, 2019 | 2019 Only, Blog, Business Owners, corporate, disability, individuals, investment, pension plan, retirees, tax
2019 Federal BudgetThe 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget. We’ve put together the key measures for: Individuals and Families Business Owners and Executives Retirement and Retirees Farmers...
by James Dietrich | Feb 22, 2019 | Blog, Family, individuals, investment, retirees, RRSP
RRSP Deadline: March 1, 2019This is the deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2018 tax filing year. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your...
by James Dietrich | Jan 4, 2019 | Blog, Family, individuals, investment, retirees, RRSP, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. Let’s take a...
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