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How do you deal with RRSP transfers upon death?

When RRSP assets are present in an estate, there are a few steps to follow to assist transferal in the event of inheritance, death or separation. A surviving spouse can transfer the full amount of a spouse’s RRSP as a refund of premium by rolling it into...

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Market Indices

The links on this page of the financial market indices for your perusal is information provided as is and solely for informational purposes, not for trading purposes or advice and may be delayed. Indices Data Links For the latest TSX numbers: please click...

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Parents: Do not make this mistake in your will

How does the Guardian Clause in your will protect children? Caring for your priceless assets – your children. Very few Canadians have a will, fewer have a currently updated will. Without a will, you cannot outline directives regarding your most priceless...

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What options does Buy-Sell Insurance give business owners?

When a co-owner/partner dies, the surviving business owners usually have five options in dealing with the deceased owner’s business interest: 1.   Buy-out the heirs of the partner with Life Insurance proceeds: This is usually the most preferred option. After...

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A financial strategy is essential for a secure future

When making a plan for anything in life, choosing a career, getting married, buying a car, we must spend hours going over lists as we determine priority and timing. We must have clarity as we develop our essential plan. In his famous book, Essentialism, Ewen...

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Living Will: Advanced Medical Directive

The Living Will (or Advance Medical Directive) is a document in which you state your wishes regarding the continuance or refusal of extreme medical care, or just how much life support intervention you want prior to death as you age or if you become seriously...

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To every life season plan for change

We will help you plan your financial needs over the course of your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection and wise investments,...

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Should every adult have a Living Will?

The Living Will (or Advance Medical Directive) is a document in which you state your wishes regarding the continuance or refusal of extreme medical care. It comes into play only if and when you cannot make those decisions yourself. If you become incapacitated,...

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How Estate Taxes reduce your heirs inheritance

These Estate Fees and Taxes can Reduce an Estate’s Value: Probate Fees These fees (now to be called Estate Administration Fees (EAT) in Ontario) are essentially taxes charged by the provinces for confirming that a will is valid, and the executor has the authority...

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The Joy of Planned Giving

For centuries, people have made efforts to help the less fortunate. Bono has been involved in many issues throughout the years and supports erasing Third World debt to wealthy countries. Michael Jordan is involved with a variety of charities including the...

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Charitable Giving using Life Insurance

David Toycen is a man that understands the importance of charity. As the president for World Vision in Canada, he oversees helping children in need and works for justice on their behalf on a global scale. The author has had the privilege of meeting David...

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Perspective on how we perceive time to invest

The neuroscientist, Dr Daniel J. Levitan, in his new book, indicates why our time remaining to invest may pass by faster as we age compared to when we were younger. He explains, “that our perception of time is…based on the amount of time we’ve already lived.”...

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