Category Archives: Uncategorized

Probate more costly in Ontario (from Investment Executive October 2015)

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Money for Life…Protecting your Wealth with Life Insurance

http://cdn.sunlife.com/static/global/files/digital_media/M4L/IND_M4LProtectingYourWealth_EN_E_H.html?WT.ac=en-ca%3AWeb%3ASLF_evergreen%3Amarketing-moneyforlife-whiteboard%3AAdvisor-Public%3Am4l-protectingwealthvideo

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Higher Taxes on Estates Likely

Read this interesting article about future taxes on estates……..if interested have a read. Higher Taxes on Estates Likely

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Why renting can be the right choice for aging boomers

June 27, 2011 By ROB CARRICK From Tuesday’s Globe and Mail Selling your home could strengthen your golden years if the proceeds are invested rather than used to buy new accommodations Sell your house and rent: If you’re a baby … Continue reading

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ELHTs: tax issues employers need to know about

Rebecca Hughes | June 01, 2011 A new type of employee benefit trust—the employee life and health trust (ELHT)—was created recently after amendments to the Income Tax Act received royal assent. This new trust maintains the basic principles of health and welfare … Continue reading

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Fund cost poll suggests Canadians need advice

Steven Lamb / January 24, 2011 A large number of Canadian investors appear oblivious to the costs associated with their mutual funds, according to a survey commissioned by ING DIRECT.  The poll found that 45% of Canadians were unsure about the annual … Continue reading

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A taxpayer’s bill of rights

TIM CESTNICK | Columnist profile | Globe and Mail Published Wednesday, Apr. 27, 2011 6:26PM EDT Last updated Thursday, Apr. 28, 2011 6:20AM EDT Last summer my kids suddenly took an interest in making money. My two oldest started their … Continue reading

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Amount Canadians owe continues to rise

TORONTO— The Canadian Press Published Tuesday, Nov. 30, 2010 6:58AM EST Credit agency TransUnion says the amount Canadians owe continues to increase but that the rate at which consumers are piling on debt is beginning to slow down. TransUnion says … Continue reading

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Good news, boomers (and some bad)

NOREEN RASBACH Globe and Mail Update Posted on Wednesday, November 24, 2010 6:22AM EST Talk about your good-news-bad-news scenario: In a new poll about what Canadian boomers think about retirement, the results are both cheering and depressing. Simply put, Canadian … Continue reading

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