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When Business Partners Need a Shareholders Agreement, Part 2

Buy Sell Agreement1

As I discussed last week (Shareholders Agreement, Part 1), having a properly structured shareholders agreement provides a company with a …

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Tax-Free Savings Accounts Explained

Coin Jar

Tax Free Savings Accounts (TFSAs) became available January 1st 2009 and to date, about 50% of Canadians have set one …

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Guaranteed Retirement Income For Life

Man On Bench1

For many Canadians, relying on a defined benefit pension plan for guaranteed income is a thing of the past. Certainly, …

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Canada’s Retirement Landscape

Sunny Day1

In Canada’s retirement landscape, few Canadians have the luxury of employer pensions plans that guarantee income for life, wondering where …

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Should I Contribute to a TFSA, RRSP, or Both?

TFSA-vs-RRSP

Since the introduction of TFSAs, I am often asked if it still makes sense to contribute to an RRSP.  My …

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Life Insurance Is More Than Just A Death Benefit

Clouds1

Meetings with farm clients remind me why there’s a pressing need for the farmer and business owners to understand how …

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When Business Partners Need a Shareholders Agreement, Part 1

Solutions2

Planning is essential to the success of any business.  Many owners have well-written plans for operating their businesses, but very …

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Nine Benefits of Segregated Fund Policies

Financial Plan In Sky1

Among the many benefits of segregated funds, is the value of estate planning advantages. Following is a condensed outline of …

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A Car-Buying Strategy worth $360,000

Car

The original post can be found here The first and forgotten half of personal finance is how to be a …

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Attracting and Retaining Employees Through Savings Plans

Open Sign

A recent survey of Canadian workers by pension consulting firm Towers Watson found that economic uncertainty is fueling fears among …

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CBC Marketplace – The Mortgage Insurance Game

If you think that your bank has your best interests at heart when they sell you mortgage insurance … think …

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Estate Planning in the Digital Age

Laptop In Classic Library1

In today’s digital age, online photos and music are considered digital assets that should be factored into estate planning.  A …

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Estate Planning Simplified!

Cows

When you die, would your rather the cow or the milk went down the CRA tax rat hole? Unfortunately, when …

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2012 Year-End Tax Tips

Tax1

Canadians have less than a month to take advantage of year-end tax savings. Here are five of the most overlooked …

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Life Insurance Strategies, Part 3

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 3 This is the final article …

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Life Insurance Strategies, Part 2

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 2 This is a continuation of …

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Life Insurance Strategies, Part 1

Stamped1

Using Life Insurance to Enhance Returns, Guarantees, Tax Savings and Investment Diversification – Part 1 Canadians are always looking for …

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Life Insurance, Disability Insurance, or Creditor Insurance?

Risk Management1

When is it most beneficial to obtain creditor insurance, disability insurance, and/or personally-owned life insurance..? I want to reinforce some …

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Benefits Of Creditor Insurance

Are You Covered1

Make sure YOU benefit from the creditor insurance you’re paying for! I want to reinforce some things I’ve mentioned before …

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The Financial Impact Of An Unexpected Death

Wife Son1

Sitting down for a chat about your or your spouse’s impending death is a pretty morbid topic. Most couples can …

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