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Introducing Tax-Free First Home Savings Account
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Home
Our Approach
Our Services
Our Team
Our Team
Our Partners
Resources
Links
Market Update
Learn More
Introducing Tax-Free First Home Savings Account
Investment Planning
Financial Planning
Tax Planning
Education Planning
Retirement Planning
Estate Planning
Contact Us
☰
Home
Our Approach
Our Services
Our Team
Our Team
Our Partners
Resources
Links
Market Update
Learn More
Introducing Tax-Free First Home Savings Account
Investment Planning
Financial Planning
Tax Planning
Education Planning
Retirement Planning
Estate Planning
Contact Us
Financial Planning
Strategies for Your Retirement Savings Plan
A formalized savings plan that uses a registered plan, such as a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or a Registered Retirement Income Fund (RRIF), is one of the soundest ways to realize your retirement goals. Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.
Strategies for Your Retirement Savings Plan
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Having a TFSA works
Transferring Your Business to the Next Generation
Entrepreneurs who have built successful companies often want to see their business passed effectively to the next generation. However, a sale or transfer of ownership of the business will generally trigger capital gains tax. If the value of the shares of your business has increased, you or your estate may be burdened with a substantial tax bill. The business may even have to be sold to cover the liability.
Transferring Your Business to the Next Generation
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Planning for the Family Vacation Property
Retirement Expense Worksheet
As you plan for your retirement, it is critical to consider your current expenses as well as your future expenses.
Retirement Expense Worksheet
Wealth Planning Questionnaire
Wealth Planning Questionnaire
Wealth Planning Questionnaire
Contribution Reminder For Your RRSP, TFSA and RESP Accounts
Contribution Reminder For Your RRSP, TFSA and RESP Accounts
Contribution Reminder For Your RRSP, TFSA and RESP Accounts
2025 Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
2025 Wealth Planning Facts & Figures
Insurance Considerations
Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate
Insurance Considerations