by Legacy Wealth | Dec 1, 2017 | Blog, Uncategorized
The end of the year provides a great opportunity for business owners to consider ways to improve their tax position. As a business owner, there’s still time to manage taxes for yourself and your business for 2017 before the end of the year. It is particularly...
by Legacy Wealth | Oct 1, 2016 | Blog, Insurance, Mortgages, Real Estate
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover? From the bank: only the balance of your mortgage From us: whatever you need it to cover such as debts, line of credit What happens as my...
by Legacy Wealth | Nov 11, 2015 | Uncategorized
In this Insurance Planning post, we will go over the first of the ‘Living Benefits’ topics, which is Critical Illness protection (the second being Disability Insurance, which will be in another post). People often think that Insurance Planning is only about Life...
by Legacy Wealth | Jun 26, 2015 | Uncategorized
RESPs (Registered Education Savings Plans) are a tool used by many Canadians as a vehicle to save money for their children’s post-secondary education. The government gives great incentives in the form of grants and tax deferrals, which makes it a very attractive...
by Legacy Wealth | Apr 6, 2015 | Blog, Uncategorized
High Net Worth individuals represent a strong and growing demographic in Canada. However, there’s no question that the Mid Income Market is by far the largest and fastest growing sector in the Canadian Market. In fact, Canada has among the richest Middle Class in the...
by Legacy Wealth | Mar 3, 2015 | Blog, Uncategorized
We often hear the term “Independent Financial Advisor” in the industry, both as clients or people within the industry. It seems like every advisor out there is touting themselves as someone who’s truly independent, and looking out for their client’s best interest, but...
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