Subscribe via RSS

• Understanding Registered Education Savings Plans (RESPs) in Canada September 1, 2023
  Dive into the details of Registered Education Savings Plans (RESPs)! This guide covers how RESPs work, eligibility criteria, benefits, and government grants such as the Canada Education Savings Grant. Learn how to open an RESP and safeguard your child's educational future.
  Financial Tech Tools
• Life Insurance after 60- is it necessary? August 1, 2023
  You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you. But now that you’re over 60, your children are grown, and your mortgage is […]
  Financial Tech Tools
• Understanding Tax-Free Savings Accounts (TFSAs) July 3, 2023
  A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you're saving for a new home, planning for retirement, or investing in your children's education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for […]
  Financial Tech Tools
• First Home Savings Account (FHSA): What You Need to Know June 1, 2023
  Are you looking to buy your first home in Canada? The First Home Savings Account (FHSA) could help make it happen. This savings plan allows first-time home buyers to save up to $40,000 tax-free, with contributions being tax-deductible. In this article and infographic, we cover everything you need to know about FHSA, including eligibility requirements, […]
  Financial Tech Tools
• Estate Freeze May 1, 2023
  No business owner likes to think about handing over their business they've built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated? Making a decision of this magnitude during trying times would not be […]
  Financial Tech Tools