Participating Life Insurance: Maximize your tax and financial benefits
When it comes to planning your retirement, you have a number of tools available to you. From government annuities to investments, there are plenty of ways to maximize your savings for retirement, that all-important stage of your life called retirement. A lesser-known, complementary avenue to…
Guide to pension splitting
Did you know that when you retire, you can split your income with your spouse or common-law partner? Income splitting is the process of dividing family income between members to take advantage of lower tax brackets, deductions, and credits available to each family member. In…
The complete guide to disbursement
Why do we work? Some will answer: to earn a living, to pay the bills… others will say they want to give meaning to their lives, to feel useful, to be on their “X”, to rally to a cause, or a mission, or other things….
The Ant and the Grasshopper: Accumulating Wealth for Retirement
Planning your retirement may not seem like a priority when you’re under 30 and trying to save to buy your first home. However, you should really make saving for retirement a priority in your early thirties (or early forties at the very latest), as time is…
Economic news – September 2023
The global economic situation remains unchanged. Current market conditions remain unstable, and uncertainty is a reality for everyone. Prices for goods and services continue to rise, and central banks are doing everything they can to return things to normal. One thing is certain: key rates…
The five most frequently asked questions about financial planners
What is a financial planner? A financial planner is a professional who has the knowledge, skills, abilities, and professional judgment to advise you about advanced financial planning. Our day-to-day work consists of thoroughly assessing an individual’s personal and/or professional financial situation, and helping them…
Economic news – July/August 2023
The topic of the day remains the same: inflation. The results of volatile market movements continue to make themselves felt. On the other hand, inflation is improving; below is a short summary of summer events. Economic news will return to its regular format next month….