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 | 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...
by Legacy Wealth | Jan 1, 2018 | Blog, Family, individuals, Investment, mortgage, pension plan, Retirees, rrsp, tax, Tax Free Savings Account
by Legacy Wealth | Sep 29, 2016 | investments, Retirees, retirement
In this post I’m going to go over the topic of Spousal RRSPs and how they can help you lower your overall tax rate. This is a strategy that I find is not being used enough and is something that many couples (married, common-law, or same sex) should at least take...
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