Tax Protector

Apr 12, 2019 |Brendon Boothman
Have you estimated the tax bill to CRA in your estate? Have you implemented strategies with your professional advisory team (lawyer, accountant and wealth advisor) to protect your wealth? The attached article includes useful information on estate taxes...
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Being an Executor according to the Wealthy Barber

Mar 12, 2019 |Brendon Boothman
Acting as an executor should not necessarily be seen as an honor, but rather a burden according to the Wealthy Barber in the attached article. One of the most important decisions you will make in your estate plan is who you name as executor. Your executor...
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Your Financial To-do List

Dec 10, 2018 |Brendon Boothman
Many of us go through an annual ritual of setting resolutions. Improving health is usually high on people's lists- lose weight, exercise and eat healthier. However, in addition to improving your physical health, you can resolve to make this year your...
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Financial Planning Checklist for Seniors

Nov 13, 2018 |Brendon Boothman
Preserving and growing your wealth means taking advantage of tax, investment and estate planning strategies. While some strategies are available throughout your lifetime, others are available only after the age of 65. This checklist discusses financial...
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Keeping the family cottage in the family with insurance

Jul 26, 2018 |Brendon Boothman

When you pass along your cottage, you are also passing along a potentially large tax bill.

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Reallocating Your Wealth: taking a look at pools of capital

Jun 26, 2018 |Brendon Boothman
We all have the same traditional pools of capital, within which to accumulate and invest our wealth and draw income- pension, registered and non-registered assets. Within the non-registered option there are such vehicles as equities, fixed income & mutual...
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Bolstering the Balance sheet

May 31, 2018 |Brendon Boothman

Why business owners are investing millions in a strategy that CPAs often miss.

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Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.