March 21, 2017

Health IS Wealth

Estimated reading time: 60 seconds

Hope you are well.

Spring has sprung!

December 23, 2016

Healthy & Happy New Year

Estimated reading time: 25 seconds

Hope you are well and keeping warm in these early days of winter.

At this time of year, as we count our own blessings and spend quality time with family and friends, please remember the importance of philanthropy and helping the charitable causes you care about.

July 26, 2016

The Tax Grind

Estimated reading time: 55 seconds

The Brexit vote just weeks ago rattled global markets.

Equity markets were shaken, nervous investors headed for the exits, respected currencies got clobbered, and former Prime Minister David Cameron of unwanted Panama Papers fame gave up his digs on Downing Street.

May 1, 2016

Where is your Will?

Estimated Reading time: 50 seconds

It’s déjà vu all over again.

Prince’s sudden death a few weeks ago at the young age of 57 was quickly followed by reports of a huge estate estimated at up to US$500 million, a priceless treasure chest of unreleased music, international legions of grieving fans and NO WILL!

April 15, 2016

Stay out of the papers

Estimated reading time: 30 seconds

Do you bank in Canada or Panama?

Are your legal affairs handled by a local law firm or world-sprawling Mossack Fonseca?

March 29, 2016

An Uncharitable Budget

Estimated reading time: 45 seconds

Canada's New Federal Budget and How It Affects You

The new Federal Budget tabled last week continued to make good on the government’s promise to collect more taxes.

In case you missed it, ‘wealthy’ was re-defined not long ago to include Canadians earning more than $200,000 annually.

February 29, 2016

Divorce and Taxes

Estimated reading time: 25 seconds           

The financial fallout of divorce extends far beyond legal costs, alimony and child care expenses.

In addition to finding a new place to live, people displaced by divorce must deal with a wide range of financial and tax considerations, even when no children are involved.

February 9, 2016

A Tax Whammy for High Income Canadians

A Tax Whammy for High Income Canadians

Estimated reading time: 40 seconds

Healthy and Happy New Year to you and your family.

November 19, 2015

New Government, More Taxes

Estimated reading time: 50 seconds           

Canada’s new Prime Minister was elected on the promise that high-income Canadians will soon pay more taxes.

We launched our new website last week, to help high net worth taxpayers preserve their wealth, and keep more of what they have worked for.

November 9, 2015

Property & Casualty Insurance

Estimated reading time: 35 seconds           

Given the choice, many people would not buy car and home insurance if they weren’t required to do so.

They buy car insurance to drive in compliance with the law, and mortgage lenders require proof of property insurance.

October 26, 2015

Canadians may owe taxes to the U.S. tax department

Estimated reading time: 25 seconds

We pay a lot of taxes.

Canadians have grown accustomed to paying a widening burden of income taxes on what we make, consumption taxes on what we spend, and municipal taxes on where we work and live.

October 16, 2015

Tax rules change in 2017

Estimated reading time: 20 seconds

What usually happens when tax rules change? People end up paying more taxes.

New tax rules coming on January 1, 2017 will likely forever change the unique tax benefits currently available to Canadians with Participating (“PAR”) Whole Life Insurance policies….and Ottawa will collect more taxes.

September 11, 2015

Benefits - read the fine print today!

Estimated reading time: 30 seconds

Company benefit plans always get too little attention…until premiums go way up or something goes wrong.

They are usually under-appreciated by employees who don’t understand their true value and begrudgingly regarded by employers as necessary and expensive ways to retain and attract good employees.

July 20, 2015

Fearing the future

Estimated reading time: 40 seconds

According to a survey by Market Probe Canada, 82% of Canadians are concerned that the cost of long term care will significantly reduce their retirement income and assets, and more than half are afraid of becoming a burden to their family.

To make matters worse, they don't have a great deal of confidence in the government's ability to help them if they need long term care in the future. (Can’t say I blame them - read this)

June 22, 2015

Happy (Belated) Tax Freedom Day

Estimated reading time:  30 seconds

Canadians celebrated Tax Freedom Day on June 10th.

The Fraser Institute, a leading think tank, calculated the total tax burden imposed on the average Canadian family by our three levels of government.

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