TFSA beneficiary vs. successor holder – the difference is HUGE!
30 Jun 2023Tax-free Savings Accounts (TFSA) are mainly known for their benefit of being tax-free. But there is another huge benefit of TFSAs, which is the ability to name either a beneficiary or successor holder on the account.
2023 Federal Budget Highlights
31 Mar 2023The federal budget was released March 28th. Here are the highlights from an investment standpoint.
What are the duties of an executor of a will?
18 Jul 2022Executors must make sure a will is executed just as the testator would have wanted and are tasked with many duties after a person dies. The executor role is important, and it can feel overwhelming, especially during an emotional time.
Who are Enduring Powers of Attorney & Personal Directives?
16 May 2022In Canada, every province and territory has its own laws concerning specific provisions and restrictions relevant to Enduring Power of Attorneys and Personal Directives.
Why do I need a will?
09 May 2022In this article we outline the basics of a will and encourage you to set up and maintain your will as situations in your life change.
Taking advantage of the 1% Prescribed Interest Rate before July 1, 2022
03 May 2022Individuals can lock in the 1% prescribed rate if the loan begins by June 30 and enjoy this low rate throughout the duration of the loan without being affected by any future increases.