When a Spousal RRSP Still Makes Sense

1 November, 2018

A spousal Registered Retirement Savings Plan (RRSP) is all about paying less tax during retirement. The higher income spouse contributes to the plan during working years, but withdrawals in retirement are favorably taxed in the hands of the lower inc... Read More

Important Money Dates and Resources

15 March, 2017

Now that RRSP Contribution deadline has passed many people are turning their attention to gathering all of the bits and pieces required to complete their 2016 Income Tax Return.... Read More

Tax & Estate Perspectives

15 July, 2016

We recently had the pleasure of hosting a client information seminar presented by Ryan Lawrence, Mackenzie Investments District Vice President, and Jackie Power, Director of Tax & Estate Planning where we heard about changes to Ontario’s Probate Process... Read More

Did You Know? TFSA Contribution Room

15 June, 2016

Did you know? - Excess contributions to your TFSA will result in an over-contribution penalty of 1% per month, levied on the amount of excess TFSA contributions? The best way to find out your TFSA Contribution Room is to use the Canada Revenue Agency’s... Read More

Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.