Income Type & Income Tax for 2016 Executive Summary We have always been focused on what ends up in our pockets, after fees and after tax. With increasing disclosure rules on fees, it becomes easier and easier for clients to understand the implications of income tax.In registered...
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Joint Ownership, Capital Gains, and Income Tax Executive Summary It's cottage season again and many owners are looking for ways to avoid the inevitable tax that will be levied when their valuable and cherished family cottages transition between generations.Many believe that there is a...
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Advisors Help: What I can do for YouExecutive Summary As an Advisor, I am consumed with finances on behalf of my clients. They have entrusted me to prepare them for retirement, preserve wealth, generate income and minimize taxes. The number and variety of activities that I perform each day...
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Critical Illness Insurance Executive Summary More and more Canadians concerned about the financial costs of major disease are turning to Critical Illness Insurance to gain peace-of-mind and protect their savings.Critical Illness Insurance (CI) provides a lump sum payment to the...
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