A Special Gift for Your Grandchildren (Intergenerational Wealth Transfer)
Since I obtained the Certified Executor Advisor (CEA) designation, I have had many meaningful conversations with senior clients. One common thread I find is their deep love for their grandchildren....
I regularly receive inquiries from families with disabilities about whether they need to report tax on their Registered Disability Savings Plan (RDSP), especially during tax season. Given the...
Just awhile ago, I was sitting across a coffee table in my client's house. This is a family of three people, where the husband works a manager of a franchise store, the wife is a waitress of a...
Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making...
Many parents that I've talked to are very active in saving for their children with special needs. Especially with the Registered Disability Savings Plan (RDSP), their attention is focused on getting...
As I become a father myself, I'm more active in assisting young families to save for their children's future. In addition to the Registered Education Savings Plan (RESP), another strategy I always...
