Financial Planning
A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement planning success.
Tax Planning
Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful planning. Find out what tax planning looks like for you.
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.