Tag:

succession and estate planning

Plague and Planning: 4 Financial Planning Implications of the COVID-19 Pandemic

Plague and Planning: 4 Financial Planning Implications of the COVID-19 Pandemic

COVID-19 has highlighted the importance of foud financial defences: Emergency Funds, Budgeting, Life & Health Insurance, and Estate Planning

Here are the highlights from Canada's 2018 Federal Budget

Here are the highlights from Canada's 2018 Federal Budget

Overall, the budget aims to narrow the deficit to $18.1 billion; however, there is no target date for a return to balance.

Six Ways to Get the Most From Your RRSP

Six Ways to Get the Most From Your RRSP

February 20, 2018

Not all RRSPs are created equal and there are ways you can get the most of your retirement plan with RRSPs.

Highlights from the Federal Budget 2017

Highlights from the Federal Budget 2017

The Liberal government recently tabled the 2017 federal budget, which Finance Minister Bill Morneau says will put Canadians to work and make the country more innovative and globally competitive.

Estate Planning for Your Digital Assets

Estate Planning for Your Digital Assets

November 15, 2016

Technology has become more pervasive, and it's become increasingly difficult to avoid having at least some kind of valuable data that has to be managed. Whether it's important photographs, documents hosted in the Cloud, online banking accounts, or Web-based assets like social media accounts or websites, virtually everyone has some digital assets to track.