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taxes mystery help rrsp spousal financial advice

The Spousal RRSP Demystified

The Mystical Spousal RRSP Most people have heard about it. Some think they need it. Few actually understand it. That is the Spousal RRSP. It’s one of the most common questions I get every year during tax season. I’ve noticed that various financial institutions understand the general concept of what it is, but lack insight […]

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Buy/Sell Agreements and Life Insurance: A Must for Business Owners

How a Buy/Sell Agreement Funded By Life Insurance Is An Effective Business Succession Planning Tool An estate lawyer will tell you how important it is to have a will. And they are absolutely right. A business lawyer though will tell you how important it is to have a shareholders agreement when you own a business […]

tax efficient portfolio, tax strategy, investment tax strategy, tax efficient, tax efficiency, how to make good tax investments

Do You Have a Tax Efficient Portfolio?

There is good news and there is bad news. Bad news first. The bad news is, regardless of what you do with your investments, the taxman will somehow get their money. The good news is, there are ways to structure your investments so that the amount of money going to the taxman is minimized. Not all investment […]


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