by Legacy Wealth | Apr 12, 2019 | 2019 Only, Blog, Estate Planning, Family
2019 Ontario BudgetThe 2019 budget for Ontario was announced by Vic Fedeli, Finance Minister, giving details of a deficit of $11.7 billion for 2018-19 and $10.3 billion for 2019-20. Below are details of the key changes in relation to personal and corporate...
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 | Jun 1, 2017 | Blog, Critical Illness Insurance, Disability Insurance, Estate Planning, life insurance, Segregated Funds
In today’s uncertain and sometimes volatile financial world, the importance of putting tangible steps in place not only to protect, but to maximize your investments and wealth has never been more crucial. Without the gift of a crystal ball, we are unable to...
by Legacy Wealth | May 1, 2017 | Blog, Business Owners, Estate Planning, Families, individuals
These 4 reasons will compel you to revisit your estate planning For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to...
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