Year-End Tax Planning Ideas

Posted on November 12th, 2024 in E-Newletters, Education Planning, Tax
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.…
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Education Savings: Start Early

Posted on August 12th, 2024 in E-Newletters, Education Planning, Investing
A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their…
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ESTATE PLANS AND YOUR CHILDREN

Posted on November 7th, 2022 in E-Newletters, Education Planning, Estate Planning
After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, there…
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RRSPS, TAXES AND PROFITABLE INVESTING

Posted on February 7th, 2022 in E-Newletters, Education Planning, Investing, Tax
The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of…
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TIME: YOUR MOST IMPORTANT PLANNING TOOL

Posted on January 10th, 2022 in E-Newletters, Education Planning, Retirement
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth…
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GIFTS THAT KEEP ON GIVING

Posted on December 13th, 2021 in E-Newletters, Education Planning, Estate Planning, Investing
It’s that time of year when wish lists for gifts are circulating. Before purchasing that iPad, game system, e-bike or…
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TEACHING CHILDREN FINANCIAL INDEPENDENCE

Posted on December 13th, 2021 in E-Newletters, Education Planning
Now may be the perfect time to teach your children about financial independence. There are plenty of real-life examples in…
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FINANCIAL ADVICE FOR NEW AND EXPECTING PARENTS

Posted on November 8th, 2021 in E-Newletters, Education Planning, Estate Planning, Insurance
Whether you’re expecting a child, planning to have one soon or have just become a new parent, you’re about to…
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THE MANY BENEFITS OF RESPS

Posted on May 10th, 2021 in E-Newletters, Education Planning, Investing, Tax
As busy parents, just meeting your family’s needs each day can eclipse thoughts of the future. Add to that juggling…
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WHY YOU SHOULD CHOOSE A FINANCIAL ADVISOR

Posted on February 8th, 2021 in E-Newletters, Education Planning, Estate Planning, Retirement
There are common misconceptions about the value of working with a financial advisor. Some believe you have to be rich…
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