Blog

Globe & Mail video: Why CPP investments are in 'another league' compared to mutual funds

Ever wonder about why the CPP Investment portfolio looks nothing like the typical Canadian investor portfolio? Check out this short…
Taxes and Financial Planning

Taxes and Financial Planning

TAX & FINANCIAL PLANNING Have you thought about what your current and future financial picture looks like? You work hard…
Taxes at Death

Taxes at Death

What taxes are due on death? As the saying goes, death and taxes are the only sure things. And when…
CCPC Requirements

CCPC Requirements

Advantages to Being a Canadian-Controlled Private Corporation The biggest corporate tax advantage of being a Canadian-controlled private corporation is being…
Why You Need a Professional Estate Executor or Trustee

Why You Need a Professional Estate Executor or Trustee

We all know we need an up-to-date will, and we know a critical part of a valid will is the…
Disability Insurance Overview

Disability Insurance Overview

What is disability insurance? Disability insurance is coverage that provides payments, usually on a monthly basis, to replace a portion…
How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations

How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations

Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is…
Professional Incorporation

Professional Incorporation

What is professional incorporation? A professional corporation is a business structure in which a regulated professional such as a doctor,…
Group Benefits Plans

Group Benefits Plans

What are group benefits plans? Group benefits plans are a way for employers to provide more than just a salary…
An Overview of Probate

An Overview of Probate

What is probate? Probate is the legal process of the courts validating a will, verifying that it is the person’s…
Investments: A Piece of Your Overall Financial Plan

Investments: A Piece of Your Overall Financial Plan

What are the investments? An investment is something purchased with the aim of increasing its value or earning interest on…
The Benefits of Discretionary Investment Management

The Benefits of Discretionary Investment Management

What is discretionary investment management? Discretionary investment management is the buying and selling of investments on your behalf by a…
Family Wealth Transfer Plan

Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses…
Planning Your Estate

Planning Your Estate

Estate Planning Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building…
Being an Executor

Being an Executor

What is an executor? The executor is the person who administers the estate (assets, debts and possessions) of a deceased…
Alternative Investments

Alternative Investments

What are alternative investments? Alternative, or non-traditional, investments are holdings in items other than “regular” stocks (shares, or equity) and…
Choosing a Financial Advisor

Choosing a Financial Advisor

What is a financial advisor? A financial advisor is a professional who will assist you with a wide range of…
Paying Your Financial Advisor: Fees or Commission?

Paying Your Financial Advisor: Fees or Commission?

How is your financial advisor paid? There are essentially two ways your advisor can receive compensation for the services they…
Preserving Your Estate

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from…

Market Commentary - Q1 2020

by Ray Sawicki Check nudecamshd.com

Preserving Your Estate

What is estate preservation? Estate preservation entails using tax strategies to protect as much of your estate as possible from…

Paying Your Financial Advisor: Fees or Commission?

How is your financial advisor paid? There are essentially two ways your advisor can receive compensation for the services they…

Choosing a Financial Advisor

What is a financial advisor? A financial advisor is a professional who will assist you with a wide range of…

Alternative Investments

What are alternative investments? Alternative, or non-traditional, investments are holdings in items other than “regular” stocks (shares, or equity) and…

Being an Executor

What is an executor? The executor is the person who administers the estate (assets, debts and possessions) of a deceased…

Market Commentary - Q3 2019

by Ray Sawicki

Planning Your Estate

Estate Planning Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building…

Family Wealth Transfer Plan

What is a family wealth transfer plan? The wealth transfer strategy is a tax-savings and wealth preservation approach that uses…

The Benefits of Discretionary Investment Management

What is discretionary investment management? Discretionary investment management is the buying and selling of investments on your behalf by a…

Investments: A Piece of Your Overall Financial Plan

What are investments? An investment is something purchased with the aim of increasing its value or earning interest on it…