Canada Pension Plan – Should You Take it Early?
The new rules governing CPP were introduced in 2012 and they take full effect in 2016. The earliest you can take your CPP Pension is… Read More »Canada Pension Plan – Should You Take it Early?
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We're moving
***IMPORTANT NOTICE*** Effective April 2, 2016, our new office address/phone number will be: Suite 850 – 1185 W. Georgia Street, Vancouver BC, V6E 4E6… Read More »We're moving
Taxation of Life Insurance – New Rules Offer a Window of Opportunity
Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs. … Read More »Taxation of Life Insurance – New Rules Offer a Window of Opportunity
Employers tweaking corporate health plans to appeal to millennial workers
Alexandra Posadzki, The Canadian Press During his three-year tenure as a financial analyst at one of Canada’s biggest banks, Devon Wright never once used his… Read More »Employers tweaking corporate health plans to appeal to millennial workers
Are You On The Right Track?
In bull markets some investors develop unhealthy expectations as to the long term yields their investments should provide. Ten years ago, some came to accept… Read More »Are You On The Right Track?
A New Year’s Resolution You Shouldn’t Break – Saving For Retirement!
Many of us set New Year’s resolutions for ourselves and often those resolutions have to do with finances. January is the month we say, “Ok,… Read More »A New Year’s Resolution You Shouldn’t Break – Saving For Retirement!
The Corporate Extraction Strategy
Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its… Read More »The Corporate Extraction Strategy
Changes to the Taxation of Estates
Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs. A testamentary trust is generally… Read More »Changes to the Taxation of Estates
Juvenile Critical Illness with Return of Premium
Protection if you need it. A refund if you don’t. Critical Illness Insurance – Not Just for Adults Most of us have experienced or known… Read More »Juvenile Critical Illness with Return of Premium
Budget 2015 Changes for Seniors and Savers
In the April 2015 federal budget announcement, the Canadian government proposed raising the annual contribution limit for tax-free savings accounts (TFSAs) from $5,500 to $10,000.… Read More »Budget 2015 Changes for Seniors and Savers