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Wealth Viewpoint

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March Newsletter

Personal Wealth and Finance



Investor Insight

8 Ways to Add Muscle to an Out-Of-Shape Retirement Plan

The need for income for the long run, the exhausting effect of inflation, the worry of potential medical or long-term care, and retirement costs may now haunt you.


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Life Insurance

When Permanent Insurance Makes Sense

As the children get older and move out on their own, and your mortgage and other debts are nearly paid off, the need for life insurance capital designed to replace income for dependents decreases. You May Still Need Some Life …


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Investor Insight

RRSP and TFSA REVIEW 2026

Updated for 2026 What are some differences between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? The tax benefits of the Tax-Free Savings Account (TFSA) The TFSA is a registered savings account that allows Canadian taxpayers …


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Investor Insight

Can a TFSA offer an emergency fund plan?

The Tax Free Saving Account (TFSA) can also provide Canadians with short-term protection as a vehicle in which they can build an emergency cash fund. Money can both accumulate and be withdrawn tax free. So if your transmission suddenly stops, or your water tank goes, or your income tax bill is higher than expected, a TFSA can provide funds necessary to cover these short term financial emergencies.


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Business

How can I reduce business owner risks?

Start-up firms and smaller companies are especially vulnerable to potentially devastating financial risk because they often lack big company sophistication and in-house risk-control expertise. We will help you gain control of your financial risk.


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More Recent Articles



Life Insurance

Creating Wealth with Life Insurance

Life insurance provides a tax-free death benefit and is a necessary component of most financial plans. Let’s look at the Top Insights on using life insurance to protect our assets and build wealth.  Types Of Life Insurance  Term Insurance: Term …


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Investor Insight

Personal Tax Checklist

Canadian Individual Tax Checklist  This checklist is for organizational purposes only and should not be considered legal or professional tax advice. Always consult with a qualified Canadian tax professional (e.g., a CPA) to ensure you meet all your specific tax …


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Tax Tips Quarterly

Business Tax Checklist

Canadian Business Tax Checklist (T2 / Self-Employed) The checklist for businesses depends on the entity type (Sole Proprietor, Partnership, or Corporation) and its fiscal year-end (FYE). 1. Key Deadlines & General Review Entity Type Tax Payment Due T2/T1 Filing Deadline …


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Estate View

Considerations when designing an Estate Plan

Estate planning is a process that allows one to determine how their assets will be distributed upon death. As we prepare to pass our lifetime assets to our heirs, there are key components of an estate plan that should be given careful consideration.


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Estate View

Estate Tax: Planning Wisely

Tax Planning is Legal: Canadians can legally arrange finances to minimize income tax. Tax Issues to consider: RRIF Withdrawals: Increases your tax burden and may result in an Old Age Security (OAS) clawback. Provincial Tax Rate: Living in a high-tax-rate …


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