by Ryan Douglas | 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 Ryan Douglas | Jul 1, 2019 | Blog, disability, Individuals
Everybody understands the value of life insurance and most of us who take our finances seriously have a solid life insurance policy in place. But what happens if you are unlucky enough to sustain a serious illness, chronic disease or disability which prevents you from...
by Ryan Douglas | Jun 1, 2019 | Blog, Estate Planning, Family, Individuals, Retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.Why work with a Financial Advisor? Worry less about money and gain...
by Ryan Douglas | May 1, 2019 | Blog, Business Owners, Family, Individuals, Life Insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
by Ryan Douglas | 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 Ryan Douglas | Feb 1, 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...