by Legacy Wealth | Aug 22, 2016 | Financial Planning
Earlier this year,the Canadian Government had unveiled the budget which outlined their objectives and goals, as well as some policies they were looking to implement going forward. One of the things they did was introduce legislation that would implement a...
by Legacy Wealth | Jul 9, 2016 | Financial Planning
In Part 1 of this series on Transferring Your Estate, we went over the basics of what Estate Planning is and the importance of it. We also went into detail in regards to the first method of transferring your Estate, which is using a Will, and its importance in the...
by Legacy Wealth | Jun 23, 2016 | Financial Planning
Estate planning is one of the most important aspects of a comprehensive Financial Plan, yet not nearly enough people or Advisors/Planners pay enough attention to it. It is essentially a process undertaken to ensure the assets of an individual are distributed according...
by Legacy Wealth | May 4, 2016 | Financial Planning
These days there are so many new types of investments coming into the market, that it’s hard to keep track of everything. Exchange Traded Funds (ETFs) have been one of these ‘new’ investments introduced into the industry, and we’ve seen a huge surge in their...
by Legacy Wealth | Nov 30, 2015 | Financial Planning
In this 3rd post on the Insurance Planning topic, we will focus on the second of the ‘Living Benefits’ – Disability Insurance protection. Continuing from the last post on Critical Illness, this post will illustrate the importance of protecting your ability to...
by Legacy Wealth | Nov 1, 2015 | Financial Planning, Insurance, Protection
In a properly designed financial plan, one of the most important areas of discussion is that of “Protection”, by way of Insurance. However, for one reason or another (usually because people don’t like to talk about it or feel they don’t need it), that area of the...
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