Managing Your Wealth

2024 Wealth Planning Facts & Figures

September 2, 2022 - ___Marketing HQ

This is a helpful resource summarizing important tax, retirement and estate planning information.

Registered Retirement Savings Plans

September 1, 2022 - ___Marketing HQ

Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.

Education Planning

Taking Money Out Of An RESP

September 12, 2022 - ___Marketing HQ

This article provides information on how, and when, to withdraw funds from an RESP, as well as information on qualifying educational institutions and programs. In situations where the RESP beneficiary decides not to pursue post-secondary studies or leaves before completing a qualifying program, the subscriber of the plan must decide what to do with the money that has accumulated in the RESP.

Education and Knowledge

Pros & Cons of Joint Ownership of Property

October 25, 2022 - ___Marketing HQ

Pros & Cons of Joint Ownership of Property