by Dave Acheson | Sep 2, 2017 | Blog, Business Owners, Tax
The month of July saw a set of proposed tax changes announced by the Federal Minister of Canada which are potentially the most impactful and significant amendments since the large-scale tax reform of 1972. We will go on to describe the detail and impact of the...
by Dave Acheson | Sep 1, 2017 | Blog, Business Owners, Families, Investment, Retirement Savings, 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 Dave Acheson | Jun 1, 2017 | Blog, Business Owners, Families, Individuals, Life Insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by Dave Acheson | Apr 1, 2017 | Blog, Investments, OAS, Retirees, RRSP, TFSA
If you’re in a situation where you could be losing some of your OAS benefit, you may want to consider the following strategies to help minimize your loss. In our most recent blog post, we outline 8 strategies on how to minimize OAS Clawback. Please always consult us...