Helping achieve your financial goals through financial planning
We provide strategies to help families to accumulate and protect your wealth.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Jun 01, 2016
Can Probate be Avoided? Executors often find that the probate process can be both time consuming and expensive. Planning strategies exist that may eliminate or reduce the requirement of having assets probated. What is probate? Probate is a legal procedure that validates a deceased’s will and confirms the executor’s authority to carry out the testator’s […]
May 01, 2016
Shared Ownership refers to a concept where more than one party owns an interest in an insurance policy. The most common of these arrangements is where the corporation is the owner and beneficiary of the death benefit and the shareholder or employee owns the cash value of the policy. Recently there has been growing interest […]
Apr 06, 2016
The Honourable Bill Morneau, Minister of Finance, recently announced the federal budget for Canada for 2016. We've put together an infographic to outline the highlights of the federal budget and what it means for families, retirees and business owners.
Mar 16, 2016
Lifetime capital gains exemption for 2016