Figuring out how much to contribute to your RRSP is important. Do it right, and you maximize your tax savings now, while setting yourself up for a good income after retirement. Do it wrong, and you could find yourself paying more taxes than you have to.

The time is now to take a look at your tax liability for 2022! It’s almost year-end and you know that you should take opportunities to reduce your tax burden for the year, but where do you start?

Life insurance is designed to financially protect your loved ones in the event you pass away. If you’re shopping for life insurance and decide you need coverage throughout your entire life, permanent life insurance guarantees lifelong protection and comes with a cash value component.

There’s no shortage of get-rich-quick schemes, from the latest crypto memecoin to flipping penny stocks. Don’t be fooled by their promises of easy wealth—schemes hide giant risks and the vast majority of investors end up losing money.

A guide to critical illness insurance—why many Canadians are looking into this kind of insurance policy. Find out what it covers, who needs it and how to get it.

If the thought of purchasing life insurance overwhelms you, this article will provide you with tips to give you clarity on some of the fundamentals of life insurance planning. Since confusion can lead to missing key information, we will discuss how to avoid five common life insurance misconceptions.

Your financial goals will change throughout the course of your life and the focus will eventually shift from asset accumulation and growth (saving! saving! saving!) to estate preservation and wealth transition (enjoying the sweet fruits of your labour). An estate wedge is a planning strategy that can help you with this shift from accumulation to estate planning.

You’ve worked hard throughout your lifetime and this hard work has finally paid off. Perhaps you’ve accumulated assets beyond even those that you may need to enjoy a carefree and relaxed retirement that will eventually be passed on to your heirs. However, some of these assets can result in a tax liability upon your death, or on the death of your spouse.

Investing is a fantastic way to set aside a few dollars now, so you can enjoy the fruits of your labour well into the future. We have more than a few great investment articles that can help you find your way, and in 2021.

The words Canada Revenue Agency have the tendency to make any of us a little nervous when it comes to debts owed and tax collection.

Mental health itself is nothing new. However, the ways in which we understand and approach issues related to mental health in society, and in the workplace, are constantly evolving.

Wow, you’ve been asked to be an executor – what a great privilege… or is it?

Whether you’ve just found a financial planner or you’ve had one for years, an annual financial checkup is critical. Like anything else in life, maintaining your financial health requires some attention.

Whether it be working from home or maintaining the frontline as an essential worker, all of us have had to make some adjustments over the course of the past few years and many believe that at least some of these adjustments are here to stay.

Your life, your family and your business deserve protection and if you’re a business owner, insurance can provide that security in a number of ways that may surprise you.

As a whole, life insurance, especially in the corporate sense, is a valuable asset and in the right circumstances, there are many benefits to owning it. However, like anything else in life, there are a few caveats to consider.

Now that your business is incorporated, have you considered corporate-owned insurance? Not to be confused with insurance purchased for your business operations (also a must), corporate-owned insurance is a life insurance policy purchased by a corporation on the life of a shareholder to protect the business on the death of the shareholder.

There was a recent time when the expression “travel bug” meant nothing more than an enthusiasm for travel, a need to explore and see the world.

Being human ensures that each of us will experience at least one heartbreak in our lives – this heartbreak could even add to the richness of our humanity or sow the seeds for future happiness.