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Have You Thought About Your Aging Plan?
It’s not just those nearing retirement who need to think about these issues—many families today are balancing the demands of caring for aging parents while managing their own careers and responsibilities. -
How to Transfer the Family Cottage: Common Ownership Options
Much like the decision for when to transfer, each option for how to transfer has pros and cons. To help, we’ve compiled some common options to consider when transferring the family cottage to the next generation. -
Choosing When to Transfer the Family Cottage
Transferring the family cottage is more than just a financial and legal decision—it’s a deeply personal one that can impact your family's dynamic for generations. -
Understanding The Principal Residence Exemption: A Cottage Case Study
How the principal residence exemption (“PRE”) can reduce income taxes for a family with multiple properties. -
Cottage Continuity: Planning for a Smooth Family Transition
As years pass and families grow, move, and age, the question of how best to leave this treasured retreat to loved ones becomes more pressing. -
Home Buyers' and Lifelong Learning Plans: Strategically using your RRSP
Your RRSP can do more than help you save for retirement—it can also help you buy a home or get an education. -
Wealth Planning Facts & Figures 2024
A summary of key tax, retirement, estate, and other financial planning information for 2024. -
Federal Budget 2024: Welcome back to 1988
Our summary of the Federal Budget’s key tax highlights and measures. -
Understanding common types of trusts
These accounts give you more options over how you control and distribute your assets. -
What happens to your bank and investment accounts after you pass away?
It’s important to know where the leftover dollars in your various accounts could go. -
5 effective ways to work with your financial advisor
How to get the most out of your relationship. -
5 questions to help you prepare for retirement
It’s a good idea to do some financial planning well in advance. -
The tax slips everyone should know about
It's important to become familiar with these tax slips to better prepare for tax return time.
-
Have You Thought About Your Aging Plan?
It’s not just those nearing retirement who need to think about these issues—many families today are balancing the demands of caring for aging parents while managing their own careers and responsibilities.
October 31, 2024
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How to Transfer the Family Cottage: Common Ownership Options
Much like the decision for when to transfer, each option for how to transfer has pros and cons. To help, we’ve compiled some common options to consider when transferring the family cottage to the next generation.
October 24, 2024
-
Choosing When to Transfer the Family Cottage
Transferring the family cottage is more than just a financial and legal decision—it’s a deeply personal one that can impact your family's dynamic for generations.
October 17, 2024
-
Understanding The Principal Residence Exemption: A Cottage Case Study
How the principal residence exemption (“PRE”) can reduce income taxes for a family with multiple properties.
September 12, 2024
-
Cottage Continuity: Planning for a Smooth Family Transition
As years pass and families grow, move, and age, the question of how best to leave this treasured retreat to loved ones becomes more pressing.
September 5, 2024
-
Home Buyers' and Lifelong Learning Plans: Strategically using your RRSP
Your RRSP can do more than help you save for retirement—it can also help you buy a home or get an education.
July 18, 2024
-
Wealth Planning Facts & Figures 2024
A summary of key tax, retirement, estate, and other financial planning information for 2024.
-
Federal Budget 2024: Welcome back to 1988
Our summary of the Federal Budget’s key tax highlights and measures.
April 19, 2024
-
Understanding common types of trusts
These accounts give you more options over how you control and distribute your assets.
-
What happens to your bank and investment accounts after you pass away?
It’s important to know where the leftover dollars in your various accounts could go.
-
5 effective ways to work with your financial advisor
How to get the most out of your relationship.
-
5 questions to help you prepare for retirement
It’s a good idea to do some financial planning well in advance.
-
The tax slips everyone should know about
It's important to become familiar with these tax slips to better prepare for tax return time.