Legacy Wealth Advisors
  • Services
    • Business Owners
    • Medical Professionals
    • Families
  • Philanthropy
  • Insights
  • Contact
Select Page
First Home Savings Account (FHSA): What You Need to Know

First Home Savings Account (FHSA): What You Need to Know

by afa | Jun 1, 2023 | Blog, Investment

The First Home Savings Account (FHSA) is a savings plan designed for first-time home buyers in Canada, which allows them to save up to $40,000 tax-free. Contributions to an FHSA are tax-deductible, similar to Registered Retirement Savings Plans (RRSP). Additionally,...
Permanent versus Term Life Insurance – What are the Differences?

Permanent versus Term Life Insurance – What are the Differences?

by afa | May 1, 2023 | Blog, life insurance

Permanent versus Term Life Insurance – What are the Differences?You know you need life insurance – but you’re not sure which kind is best for you. We can help you with that decision. There are two main kinds of life insurance:Permanent, which lasts for your entire...
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by afa | Apr 3, 2023 | 2023, Blog, disability, tax

Tax Tips You Need To Know Before Filing Your 2022 TaxesThis year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. In this article, we’ll provide you...
Why A Buy-Sell Agreement Is Vital For Your Business

Why A Buy-Sell Agreement Is Vital For Your Business

by afa | Apr 1, 2023 | Blog, Business Owners, buy sell

Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by afa | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
Ontario 2023 Budget Highlights

Ontario 2023 Budget Highlights

by afa | Mar 24, 2023 | Blog, Business Owners, individuals, Ontario Only, tax

Ontario 2023 Budget HighlightsOn March 23, 2023, Ontario’s Minister of Finance delivered the province’s 2023 budget. Here are some of the highlights. No Changes To Corporate or Personal Tax RatesBudget 2023 did not change Ontario’s corporate or personal tax...
« Older Entries

Recent Posts

  • First Home Savings Account (FHSA): What You Need to Know
  • Permanent versus Term Life Insurance – What are the Differences?
  • Tax Tips You Need To Know Before Filing Your 2022 Taxes
  • Why A Buy-Sell Agreement Is Vital For Your Business
  • Federal Budget 2023 Highlights

Recent Comments

  • Transferring Your Estate – Part 2 – Legacy Wealth on Transferring Your Estate – Part 1

Legacy Wealth Advisors | 5 Melanie Dr. Unit 10 Brampton, ON L6T 4K8
Phone: (888) 368-1488| Email: info@legacywealthcanada.com

  • Follow
  • Follow

Privacy & Website Terms of Use

Proud Supporters of:

Member of:

Member of: