Articles: Financial Planning

Last updated: Dec. 13, 2017 There are over 86,000 registered charities in Canada so there are many opportunities for you to give back and benefit from tax relief at the same time. The donation of life insurance policies and annuities to registered charities is a great way to benefit a favourite charity and for the donor … Read more

Last updated: Aug. 2, 2017 Farmers preparing their wills and succession plans should be aware of the details of the capital gains exemption and the capital gains deduction. Before you get into the various strategies available for a successful transition of the family farm to the next generation it is important to discuss the interests and … Read more