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2021 Financial Calendar

2021 Financial Calendar

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...

Personal Tax Planning Tips – End of 2020 Tax Year

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:...
New Parents

New Parents

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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Legacy Wealth Advisors | 5 Melanie Dr. Unit 10 Brampton, ON L6T 4K8
Phone: (888) 368-1488| Email: info@legacywealthcanada.com

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