by Legacy Wealth | May 3, 2020 | 2020, Blog, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Family, individuals, life insurance
The intention for our “Guide to Covid-19: Government Relief Programs in Canada” is to help businesses and individuals to cut through the noise and make sure they’re getting all the help they can receive from the federal and provincial programs.Federal programs...
by Legacy Wealth | Jan 30, 2020 | 2020 Only, Blog, Family, individuals, Investment, Retirees, rrsp, tax, Tax Free Savings Account
If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
by Legacy Wealth | Jan 1, 2020 | Blog, Business Owners, corporate, individuals, Investment, rrsp, tax, Tax Free Savings Account
2020 Financial Calendar Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!
by Legacy Wealth | Nov 22, 2019 | 2019 Only, Blog, Estate Planning, Family, individuals, Investment, Retirees, rrsp, tax, Tax Free Savings Account
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Below, we have listed some of the key...
by Legacy Wealth | Jul 30, 2019 | Blog, Estate Planning, Family, individuals, Retirees
An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.Why work with a Financial Advisor? Worry less about money and gain...
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...
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