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...
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...
by Legacy Wealth | Mar 4, 2018 | Blog, Business Owners, corporate, Investment, tax
The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.) Here are...
by Legacy Wealth | Feb 1, 2018 | 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. Let’s take a...
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