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What does it mean to be “Affluent” in Canada?
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Our current pricing as of Feb 2023
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RRSPs can be great, but watch out for these top 3 errors
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Frank and Kristine wanted to protect their family and real estate investments from a catastrophe
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Real estate investors are often only concerned with rates of return, but there are many other financial issues to consider.
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Life insurance can be a powerful financial planning tool for active real estate investors
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The Reynolds wanted to leave their cottage to their family, but what about the taxes?
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Can you really trade stocks tax free?
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One of my key investment philosophies is “Time IN the market vs. TIMING the market”.
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What happens from a tax perspective when Geoff and Maria move into one of their rental properties?
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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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When building a retirement portfolio, simply considering return on investment can be dangerous
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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!
