Wealth Management Insights

How the TFSA Can Help You Reach Your Financial Goals

The Tax-Free Savings Account (TFSA) is a flexible savings vehicle. Investment income earned in this account is tax-free, which may help you reach your financial goals more quickly. The TFSA complements existing savings plans which may include your Registered Retirement Savings Plan (RRSP) and your Registered Education Savings Plan (RESP).

Is Your Family Prepared For Future Post-Secondary School?

Tuition is on the rise, let the government share the load. Registered education savings plans (RESP) offer tax free growth with a 20% boost from the Feds!! Are you taking full advantage?

Canadian Vacation Property Succession Planning

Is keeping your vacation property within the family important to you? Do you need help planning how to transfer ownership to younger family members? This article reviews various tax implications and strategies that can be used in passing ownership of the family vacation property to the next generation.