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Catherine Laurin
Tim Anderson

Tel: 514-282-5807
Fax: 514-282-5837
Toll Free: 1-800-363-6732

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1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8
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Education and Knowledge

Education and Knowledge
Insurance Considerations for Individuals
Unforeseen events, such as illness, disability or death, can have a devastating impact on a family and their financial future. Insurance is an important part of a comprehensive wealth management plan, and helps provide financial protection against the unexpected. This article discusses several types of insurance coverage available to help individuals safeguard themselves, their family and their wealth.
Fixed Income Investing – Part VII
Over the years, Guaranteed Investment Certificates (“GICs”) of major issuers in Canada have been considered for their conservative nature and attractive yields. In fact, since the 2008/09 financial crisis GICs have often offered an interesting yield premium compared to investment grade corporate bonds of five years and shorter. This article highlights the benefits of including GICs in a diversified portfolio, but reminds the reader that they are not without risk.
Is a Professional Corporation Right For You?
Many professionals incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, recent tax proposals affecting Canadian private corporations can have significant implications to professional corporations that will impact the decision to incorporate.
Individual Pension Plans
Individual Pension Plans A Retirement Savings Option For Business Owners The 2018 Federal Budget provided clarity to a much anticipated tax measure impacting private corporations holding passive investments. In light of the revised legislation, business owners and incorporated professionals may want to revisit the viability of investing passively through their corporation and consider alternative tax planning strategies, such as Individual Pension Plans (“IPPs”) to help them save for retirement.
Talking to Your Kids About Money
This article provides tips and teaching tools that you can incorporate into your family conversations.
Locked-in Retirement Plans
Locked-in plans provide former pension plan members with increased flexibility in planning and managing their retirement incomes.
Understanding Personal Holding Companies
Understanding the various tax implications of owning investments through a holding company
Tax Free Savings Account
This article reviews the basics of the new TFSA accounts introduced in 2009
New Canada Pension Plan Rules
Publication on how the new Canada Pension Plan Rules may affect you
Protecting your investment assets
How your assets are protected at BMO Nesbitt Burns
The CFA Program
Information about the CFA program.
New Regualtory Changes
New Regulatory Changes Provide Enhanced Transparency
The RRSP Book
This book highlights the importance of saving for retirement and the benefits of using a Registered Retirement Savings Plan. It discusses contributions, investing in RRSPs, retirement needs and estate planning
The RRIF Book
The RRIF Book will help sort through an often confusing array of options when a client’s RRSP is coming to maturity
The RESP Book
This book provides an overview of saving for post-secondary education with emphasis on RESPs and the Canada Education Savings Grant. The book answers questions about plan set-up, types of plans, contribution limits and payments from the plan
RRIF Tips and Considerations
Brochure on useful tips and considerations regarding RRIF accounts