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Your Guide to Navigating Changes to Capital Gains in 2024
The Canadian government recently introduced big changes to capital gains in the 2024 Federal Budget. You’re probably wondering how it ...
Navigating Tax Deductions for Life Insurance Premiums
Considering that the proceeds of a life insurance policy are received tax-free upon the death of the life insured, it ...
Cascading Life Insurance: A Way to Pass Down Wealth Through Generations
Are you a parent or grandparent interested in transferring wealth to your kids or grandkids in a tax-efficient way without ...
Understanding Early CPP: When and Why to Consider It
New Rules governing the Canada Pension Plan took full effect in 2016. Under these rules, the earliest you can take ...
Do I Need Critical Illness Insurance?
Facing a critical illness brings financial challenges despite Canada's healthcare. Critical illness insurance offers crucial financial protection beyond standard health ...
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Strategies for Multi-Generational Planning
The Sandwich Generation, coined by Dorothy Miller in 1981, describes adults caring for both aging parents and their own children ...