RRSPs? Retirement income? Our Vice-President, Tax and Estate planning weighs in on some of your pressing questions: https://youtu.be/ebZA07WRiBw
If you couldn’t work because of a serious illness, could you cover your family’s increased financial needs to help with your recovery? Learn more about what you can do. #criticaluncovered http://criticaluncovered.ca/…/how-you-can-protect-your-fam…/
Mark your calendar - this year’s RRSP deadline is March 1st, 2018. Consider maximizing your contribution and using the tax refund to pay bills or pay down your mortgage. Contact me to learn how I can help.
One of the core things I want my clients to understand is the importance of having the estate planning conversation before its too late.
Although this is an old article, it covers important information related to taxes on death. In summary, do not spend all your focus on savings only to have CRA become a beneficiary.
Put aside time to plan for this with your advisor to make sure the tax man does not not receive half of your hard work!...
This story speaks to the importance of having Critical Illness coverage and the impact it can have at a time of need. Wishing Erica a successful recovery!