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 | Oct 1, 2018 | Family, Home, Home Buyer's Plan, individuals, rrsp, TFSA
Buying a home: 5 questions you need to ask yourself Are you sure you’re ready for this major financial decision?Purchasing a home is one of the biggest financial decisions most of us will ever make. Taking that big leap into the world of mortgage payments and...
by Legacy Wealth | Sep 1, 2018 | Blog, Business Owners, Families, individuals, life insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by Legacy Wealth | May 1, 2018 | Business Owners, Families, individuals, life insurance, permanent insurance, term insurance
You most likely do, but the more important question is, ‘What kind?’ Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...
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...
by Legacy Wealth | Mar 4, 2018 | Blog, disability, Family, individuals, Investment, tax
Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family. Below are some of the most significant changes to be aware of: Parental Leave...
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