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Year-end strategies to optimize your charitable giving
the Program Guide for complete details, including fees and expenses.
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Estate planning priorities for business owners
strategies around: Income tax Capital gains tax Probate fees (not applicable in Quebec) For example, one key aspect of estate planning for business ...
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Did you mean to Find an Advisor?
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2023 Third quarter market review
the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before ...
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Leave your kids the cottage, not a tax bill
records and receipts for materials and professional fees paid for renovations and upgrades. 3. Using insurance If your estate doesn’t have sufficient ...
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What is a GIC? A beginner’s guide
What is a GIC? A guaranteed investment certificate is a savings product that is effectively a loan you make to a financial institution.
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With cost savings from DIY fitness, some Canadians forgo returning to the gym
fitness now and would only want to pay membership fees for a gym that offers virtual classes through Zoom or something similar.” Likewise, Alexandra ...
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Why you need to choose your executor wisely
estates. This may cost your estate some money, but the fees are small compared to the potential losses if mistakes are made. Two executors may be ...
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What is a home equity line of credit?
which will require a lawyer and bring with it legal fees. Is a HELOC the right financing choice to pay for a car, renovations or other large, ...
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Our transformation
unbundled, fee-based products for all Clients. Our fees have been decreasing since 2012 and we conduct an annual fee review to ensure they ...