According to popular wisdom, real estate is one of the best investments you can make. And while it’s true that owning property can be a great way to build wealth over the long term, it’s important to recognize that buying a home isn’t always the best choice for everyone. Take, for example, the recent CBC […]
Carlos Jarquin
The Ultimate Guide to RRSPs and TFSAs: Which Investment Account is Right for You?
When it comes to planning for your financial future, there are a lot of options to choose from. Two of the most popular options for Canadians are RRSPs (Registered Retirement Savings Plan) and TFSAs (Tax-Free Savings Account). But what’s the difference between the two and which one is right for you? RRSPs are a type […]
Estate Planning: 3 Things Every Family Should Know Before It’s Too Late
Estate planning is an important process that helps ensure your assets are distributed according to your wishes after you pass away. However, it’s a topic that many families don’t like to think about or postpone until it’s too late. This can lead to unnecessary stress and expense for loved ones. In this blog post, we’ll […]
How Life Insurance Can Be Used As a Powerful Tool for Tax Planning
Life insurance can be a valuable tool for tax planning, as it can provide significant tax benefits for both the policyholder and the beneficiary. Here are some ways that life insurance can be used as a tax planning tool: Premium payments: Premium payments made on a life insurance policy are generally not tax-deductible, with the […]
The 10 Most Common Mistakes In an Estate Plan
An estate plan is a crucial part of ensuring that your assets and possessions are distributed according to your wishes after you pass away. It can also help to protect your assets and provide for your family during your lifetime, in case you become incapacitated or otherwise unable to manage your affairs. However, there are […]
The Complete Guide to Life Insurance Planning & How it Can Impact Your Future Plans
What is Life Insurance Planning and Why is it Important? Life insurance is a way to protect your family and loved ones from the financial consequences of your death. It is important for everyone to have a life insurance plan in place, but it’s especially important for people with dependants. Life insurance planning is the […]