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 | Feb 29, 2020 | Blog, Business Owners, corporate, health benefits, life insurance, long term care, pension plan, rrsp, Tax Free Savings Account
As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come...
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 | Jan 1, 2020 | Blog, Business Owners, corporate, individuals, Investment, rrsp, tax, Tax Free Savings Account
2020 Financial Calendar Financial Calendar for 2020 – All the dates you need to know to maximize your benefits!
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 | 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?...
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