HNW Blog

So, what’s the big idea with TFSAs? Simple. They’re one of the best savings tools in Canada because they allow your investments to grow tax-free. That’s right, no tax on interest, dividends, or capital gains. The TFSA started back in 2009, and the government...

Chatter that Matters podcast host Tony Chapman and Dr. Joe Coughlin discuss the opportunities—and realities—of living longer.

Are You Really a Canadian Tax Resident? Find Out Before It's Too Late!"

These strategies can help make family meetings an effective tool in wealth-transfer planning.

Think of any item you buy routinely. It could be something at the grocery store, socks, accessories, etc. We all have them, and we are all acutely aware of the price we pay for them. For example, I am the one in our household who does the bulk of the...

Technically speaking, I'm an investment advisor. However, I find that I am spending more time discussing tax-efficiency and wealth protection strategies with clients than before. Hopefully that isn't a reflection of my investment advice!!! As a former...