February 2020 Book a Meeting
 
 
Taxes, RRSPs and You!

A recent media headline marveled at how far TFSAs have come and how they are catching up to RRSPs as a preferred investment vehicle for Canadians. Often however, this choice is made at the expense of contributions to an RRSP.

With the RRSP contribution deadline fast approaching on March 2nd, it is time to take a look at the benefits of using an RRSP, even for many modest income earning...

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Overlooked RRSP Strategies

There are a number of common RRSP strategies that many of us use on a regular basis. These include making regular monthly deposits, borrowing to make RRSP contributions and making contributions at the beginning of the year instead of the end of the year.

Here are some strategies that may get overlooked:

Take advantage of the age credit amount - There are more and more people working well beyond age 65 for...



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Wealth Transfer Tips

Wealth transfer can be a complex process for most families but especially wealthy ones. The range of issues involved can include family values, objectives and relationships; business continuity; investment strategy and insurance, taxes and ownership structures, amongst others. At the same time questions of control, responsibility and timing are raised.

Not surprisingly, most people, including the wealthy, drag their feet when...



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Be mindful. Be grateful. Be positive. Be true. Be kind.
Roy T. Bennett
 
Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Segregated funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the segregated funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual.
 
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16 Cambridge St N - Lindsay, ON K9V 4C3
Ph: (705) 324-2941