by Legacy Wealth | Nov 1, 2020 | Blog, Business Owners, Family, Retirees
Segregated Funds and Mutual Funds often have many of the same benefits such as: Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...
by Legacy Wealth | Aug 3, 2020 | Blog, Business Owners, Family, Investment, Retirees, rrsp, Tax Free Savings Account
Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...
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 | 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 | Oct 2, 2019 | Blog, Estate Planning, life insurance, Retirees
There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
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...
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