Planning

Corporate class mutual funds in a corporation

Case Study Scenario For the past 10 years, Mike has owned and operated a local construction company that has become highly successful. Due to this success, Mike has built up significant after-tax profits within his corporation and finds himself facing a decision: withdraw these funds now and invest them personally or leave the funds in…

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How much do Canadians need to save per year for retirement?

It’s hard enough for people to wrap their heads around saving and investing for retirement in normal economic times, so it’s no surprise how overwhelmed so many feel about their financial futures today. With inflation increasing the costs of everyday items and rising interest rates affecting the mortgage and other borrowing costs, budgets have gotten…

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Keep the cottage in the family

For many families, a beloved cottage is a place of cherished memories and tradition. But as time goes on, the challenges of passing down a cottage from one generation to the next become increasingly complex. In this informative piece, we’ll highlight the common problems families face in maintaining ownership of a cottage, and provide readers…

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2023 Bulletin on Quebec Social Legislation

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Why Life Insurance is Crucial for Young Adults: Protecting Your Future

In this article, we delve into the crucial topic of life insurance for young adults. While many young adults may not feel like they need life insurance, the reality is that unexpected tragedies can happen to anyone. By protecting your future with life insurance, you can ensure that your loved ones are financially secure if…

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Unlock Your Financial Freedom with a TFSA

What is a TFSA? A Tax-Free Savings Account (TFSA) is a type of savings account that allows Canadians to save and invest their money without having to pay taxes on the investment income. This makes it an attractive option for those who want to save for retirement, save for a rainy day, or simply invest…

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Life Insurance: A Smart Way to Protect Your Family and Leave a Legacy

Life insurance is an important part of any family’s financial plan. It provides financial security and peace of mind in case of an unexpected event, such as the death of a family member. Life insurance can help protect your family from financial hardship in the event of an untimely death. For most families, life insurance…

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LIFE INSURANCE FOR YOUR FAVOURITE SUPERHERO

WHAT KIND OF INSURANCE WOULD YOUR FAVOURITE SUPERHERO OWN?  Superman – Term Insurance Superman is young and basically invincible with only a small chance he dies from kryptonite. However he does have commitments, he certainly would be considered a key man on the family farm not to mention taking care of Lois if something devastating…

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Elite Pricing

An important part of investing is making sure you invest wisely. Even if you invest wisely, you might still be leaving money on the table if you do not pay extra attention to your investment fees. You might remember the old saying, “A penny saved is a penny earned”. The same idea can be applied…

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What is a recession?

Credit: iA Financial Group Signs of a potential recession are increasingly circulating in the public space. Here are some insights to help you understand this economic phenomenon. Are we heading into a recession? Although it has not been confirmed, many indicators and various experts in the field are predicting a recession over the short or…

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