How do you want to leave your financial legacy?

Jun 27, 2019 |Nida Imran

"The act of passing on your wealth is much more than dollar figures; it’s about ensuring that your wealth endures to benefit future generations."

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A remedy for business owners suffering from pension envy

Nov 05, 2018 |William Vastis
If you are a business owner eager to enjoy similar benefits of those offered by the defined benefit pension-plans, the Personal Pension Plan (PPP) may be an option for you. To learn more about the PPP check out this article written by Jonathon Chevreau...
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Canadian Vacation Property Sucession Planning

Oct 29, 2018 |William Vastis
Vacation properties go by many names: cottage, chalet, camp, cabin or secondary home. Regardless of what they call it, many Canadians receive great personal enjoyment from their vacation property. Some owners feel it is important to keep the vacation...
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How to make a success of succession when passing on the family business

Oct 15, 2018 |William Vastis
Following along our summer theme of managing family business, and succession planning here is another great article from the Globe and Mail on how to successfully transfer the reigns of a family business. The article tells the story of a Toronto father...
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Charitable Donations Through Your Corporation

Sep 03, 2018 |William Vastis
If you are a business owner you can potentially benefit from additional tax efficiency strategies. To encourage charitable giving, the government provides a corporation with a tax deduction when the corporation makes a donation to a registered charity...
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Moving to Canada

Jul 17, 2018 |William Vastis
Are you a newcomer to Canada, or have you ever had an extended time away and thinking of moving back? If either of these describe your current situation, check out the article below that has an overview of the Canadian tax system and planning strategies...
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Five key questions in estate planning and wealth transfer

Apr 05, 2018 |William Vastis
Wealth Management Services offers up wealth planning guidance and considerations in their latest Special Report When thinking about life in general, one of the most amazing aspects is that no two lives are ever the same. Each individual’s life is a unique...
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7 Drivers for Determining If a Family Office Is Right for Your Family

Nov 29, 2017 |William Vastis
How do you know whether your family should start a family office? It might help to take a brief detour first to define what a family office is. In simple terms, a family office is a private organization created to oversee and manage the financial needs...
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Retirement and estate solutions using surplus cash in a corporation

Aug 18, 2017 |William Vastis
Today's post is the last in our series of articles that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. This article discusses possible retirement...
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Decision tree for surplus cash in a corporation

Aug 14, 2017 |William Vastis
Here we will begin posting a series of articles that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. This article introduces some of the options...
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