by afa | Sep 1, 2023 | 2023, Blog, Family, Financial Advice, Financial Planning, Registered Education Savings Plan
What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
by Legacy Wealth | Jan 4, 2021 | 2021, Blog, personal finances, rdsp, Registered Education Savings Plan, retirement, rrsp, tax, Tax Free Savings Account
We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...
by Legacy Wealth | Dec 2, 2020 | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, Financial Advice, Financial Planning, health benefits, pension plan, rdsp, Registered Education Savings Plan, rrsp, tax, Tax Free Savings Account
Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...
by Legacy Wealth | Mar 1, 2017 | Blog, Families, individuals, life insurance, Parenthood, Registered Education Savings Plan
THE FIRST YEAR OF PARENTHOOD You Just Had A Baby, Now What? Here Are 5 Things You Need To Do ASAP Get your child’s birth certificate and Social Insurance Number Update your child on your benefits plan at work INSURANCE: If you already have life insurance, update the...
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