A Summary of Proposed Tax Changes in 2017

The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972.

Thinking of Cancelling Your Life Insurance

Have you found yourself wondering if you really need that life…

Estate Planning for Real Estate Investors

For many Canadians the majority of their wealth is held in personally…

The Best Way to Insure Your Mortgage

If you have a mortgage it makes good sense to insure it. Owning…

Do You Need Individual Life Insurance?

Canadians may need to rethink their risk management In a recent…

Ontario Budget 2017

Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals.

There is nothing so certain as Death and Tax

Or so the saying goes. This certainly is true in Canada where…

Ontario 2017 Budget

Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what this means for business owners and families.

Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

The Sandwich Generation was a term coined by Dorothy Miller in…

Federal Budget 2017 Families

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for families

Federal Budget 2017: Business

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for small business owners

Group Insurance – Only Part of the Solution

Ownership of individual life insurance at its lowest level in…