Who Should You Name as the Successor or Beneficiary of Your TFSA?
I recently had a meeting with a senior client who wants to ensure that all her financial affairs are in place so her money can pass on to her family tax efficiently. One of the things we reviewed was...
Key Takeaways from the Registered Disability Savings Plan (RDSP) Workshop at SCBC
Recently, I had the privilege of being invited by the Scarborough Chinese Baptist Church (SCBC) to share my knowledge and experience on the Registered Disability Savings Plan (RDSP) with their...
Certified Executor Advisor: Supporting Your Estate Planning Need
As you may know, I have been serving as a financial advisor since 2005, and throughout these nearly 20 years, I have had the privilege of working with many families, helping them grow their assets...
Since the announcement of the 2024 Federal Budget, I have delved into various research papers and reports to grasp the full scope of the changes. Given that there are quite a number of updates this...
As most of you should have filed our taxes by now (if you haven't yet, remember the deadline to file tax for individual is April 30, 2024).If you have already done so, it’s a great time to discuss...
Start Your 2024 With The Top 11 Financial Questions Answered!
2023 had been a tremendous year for investments, and most of my clients had a reasonable positive return. As we step into 2024, it's important to look ahead and plan our financial strategies...
