Purchasing insurance is an important decision and it’s helpful to understand all of the steps involved.

You already know that home ownership allows you to build wealth and add to your financial security, but did you know about this convenient Mortgage Calculator that can help you figure out your payments and keep your budget on track?

We recently posted a new article on our client support and education site about "How to prepare for a wealth transfer"... Did you know that between 2020 and 2030, Canada is poised for over a $1 trillion intergenerational wealth transfer (1)? That’s $1 trillion being transferred from parents to their children and grandchildren. However, all of this comes with some concern as retired Canadians find themselves with a great deal of accessible cash and questions over how to invest and transfer it… soundly.

We recently posted a new article featuring an innovative and insightful tool on our client support and education site about "The Value of Taking Risks"... For many it may seem like an easy decision to invest in guaranteed return investments when rates are high, but it’s important not to lose sight of inflation. The objective with investing is to increase purchasing power through earning at a rate higher than inflation. If inflation is, say, 5% but interest rates are also 5% then the real interest rate is 0% and there is no increase in purchasing power...

In this months "Link Between" we're going to focus on some coming changes for anyone looking to pass the family business on to the next generation. So if you or someone you know is planning to do this, then they need to be aware that there's a big change coming as of January 1, 2024.

When it comes to transferring the family business to the next generation, the tax rules in Canada are changing. Existing ‘anti-avoidance’ rules, which are meant to prevent the extraction of profits as a tax-free return of capital rather than as a taxable dividend, are being changed with a goal of...