Estate Planning and Tax Minimization

Will Your Estate Plan Protect Your Family’s Future? Picture this—a couple, David and Marie, both age 65, living in Ontario. They’ve worked hard all their lives, raised four children, and saved diligently for retirement. Over and above their expectations for income from CPP and OAS, they’ve...

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Legitimate Tax Reduction Opportunities

With the Registered Retirement Savings Plan (RRSP) contribution deadline for 2022 coming up soon and the personal income tax filing deadline close behind, most Canadian adults are focused on this annual task.   I am a financial planner, not a Chartered Professional Accountant (CPA), so I do...

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