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  • What does it mean to be "Affluent" in Canada?

    What does it mean to be "Affluent" in Canada?

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  • Current Pricing

    Our current pricing as of Feb 2023

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  • Don't Make These Top 3 RRSP Errors

    RRSPs can be great, but watch out for these top 3 errors

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  • The Benefits of Leveraged Life Insurance For Real Estate Investors

    Life insurance can be a powerful financial planning tool for active real estate investors

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  • The Financial Issues Real Estate Investors Always Ignore

    Real estate investors are often only concerned with rates of return, but there are many other financial issues to consider.

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  • Early Death and Disability - How They Affect Real Estate Investors

    Frank and Kristine wanted to protect their family and real estate investments from a catastrophe

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  • How to Ensure a Smooth Transition of Real Estate to the Next Generation

    The Reynolds wanted to leave their cottage to their family, but what about the taxes?

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  • How to Turn Temporary Investment Losses into Long Term Tax Benefits

    Can you really trade stocks tax free?

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  • Why I'm Not Afraid to Invest in a Crazy Stock Market

    One of my key investment philosophies is “Time IN the market vs. TIMING the market”.

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  • What Happens When I Move Into a Rental Property?

    What happens from a tax perspective when Geoff and Maria move into one of their rental properties?

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  • Why “Rate of Return” is Meaningless When You’re Retired

    When building a retirement portfolio, simply considering return on investment can be dangerous

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  • What Happens When I Convert my Principal Residence into a Rental Property?
    Converting principal residence to rental property

    What happens to Lenny and Lynn from a tax perspective when they convert their principal residence to a rental property, and do they lose the principal residence exemption on the property?

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  • The key to tax-free investing for small business owners.
    Business owner handing customer pizza boxes

    Are you an incorporated entrepreneur? Are you saving for retirement? Are you planning on leaving a legacy for your children and grandchildren? Then keep reading, because if you live in Canada, you’ve got a problem: TAXES!

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