by Legacy Wealth | Dec 7, 2020 | Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, corporate, disability, Financial Planning, rdsp, tax
On November 30, Finance Minister Chrystia Freeland provided the government’s fall economic update. The fall economic update provided information on the government’s strategy both for dealing with the COVID-19 pandemic and its plan to help shape the recovery. We’ve...
by Legacy Wealth | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, Financial Advice, Financial Planning, health benefits, pension plan, rdsp, Registered Education Savings Plan, rrsp, tax, Tax Free Savings Account
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
by Legacy Wealth | Sep 23, 2020 | Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Students, disability
On September 23rd, in a speech delivered by Governor General Julie Payette, Prime Minister Justin Trudeau outlined the Federal government’s priorities focused on four foundations:Fighting the pandemic and saving lives;Supporting people and businesses through the...
by Legacy Wealth | Mar 21, 2019 | 2019 Only, Blog, Business Owners, corporate, disability, individuals, Investment, pension plan, Retirees, tax
2019 Federal BudgetThe 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget. We’ve put together the key measures for: Individuals and Families Business Owners and Executives Retirement and Retirees Farmers...
by Legacy Wealth | Nov 1, 2018 | Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, individuals, Investment, life insurance, long term care, pension plan, Retirees, rrsp, tax, Tax Free Savings Account, travel insurance
Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor. What can your financial advisor help you with?...
by Legacy Wealth | Mar 6, 2018 | Blog, Charitable Gifting, disability, Family, individuals, Investment, Retirees, rrsp, tax
It’s that time of year again, when many of us sit down to complete our income tax return and hope that we have done enough preparation to ensure a smooth and speedy process. Unfortunately, there are a number of complexities that can cause us problems – here are a few...
Recent Comments