Helpful Tips for Executors When Dealing with Banks

Helpful Tips for Executors When Dealing with Banks

From providing the death certificate to establishing the estate…
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Kingston Financial Inc. - Helping you have a better retirement

Kingston Financial Inc. - Press Release

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Bulls and Bears

Stock picking supports segs in 2022

Doing well last year meant preserving capital and minimizing…
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Estate Planning

Ontario’s new probate process for small estates is easier

By: R. Mezzetta May 11, 2021 New rules may allow more executors…
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Diversified portfolios

Diversified portfolios - more important than ever

When the world caught Covid, diversified investors stayed healthy By:…
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Estate Planning

Estate Planning: Proper Documentation Is Critical

Proper documentation can help protect your intent of beneficiary…
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Estate Planning

Ontario allows probate applications by email

The change is meant to address “perennial” backlog issues Ontarians…
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Manulife Bank Advantage Account

Manulife Bank

This might be the most useful savings account in Canada A…
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DIY Investing

DIY investors less satisfied with their firms: J.D. Power

Is "Do-It-Yourself" really your best option? By: Mark Burgess,…
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The perils of owning U.S. life insurance

Charmaine Ko, May 29, 2020 These tax-advantaged savings vehicles…
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It's never too late to start

You are never too late to the game for retirement planning!

If things were ideal, you would start saving for retirement…
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Helpful Tips for Executors When Dealing with Banks

Defined Benefit Pension

Defined Benefit Pension changes are coming! Defined Benefit…
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Registered Disability Savings Plan (RDSP)

Common RDSP misconceptions

By: Jacqueline Power, assistant vice-president with Mackenzie…
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Real Estate - Capital Gain

Selling real estate? The CRA is watching

When you sell property, the transaction must be correctly…
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CRA takes aim at the wealthy

CRA takes aim at the wealthy

The agency’s HNW audit program is comprehensive and…
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Family conflict & estate planning

Family conflict, estate planning and the value of advice

Advisors’ influence on family unity is growing Advisors…
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Retirement Planning

Value of advice more important as Canadians near retirement: study

Two thirds of Canadians say they want to know more about…
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Minority Government

The New Minority Government

With the Liberal government re-elected, albeit with a minority,…
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Financial Advice

Financial Advice

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.
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Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions When clients and…
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Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications A common and problematic…
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Canadians concerned about aging parents becoming financial burdens

Survey respondents worried about postponing retirement, being…
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Discuss final expenses before it’s too late

If clients plan for final expenses, it’ll make things easier…
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How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries Rental…
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More than one-third of mass market households don’t receive financial advice

A new poll reveals why that’s a problem As the industry…
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Estate Planning

U.S. regulators halt alleged Ponzi scheme

The scheme raised US$30 million from more than 300 investors…
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The Best Way to Buy Mortgage Insurance

Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?
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Why provide an employee benefits plan?

Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization
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Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust For…
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How to Make the Best of Inheritance Planning

Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.
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2019 Ontario Budget

The 2019 Ontario budget highlights include CARE tax credit, Estate administration tax and reviews about current tax measures.
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Estate Planning for Business Owners

Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.
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2019 Federal Budget

The 2019 budget is titled “Investing in the Middle Class. Here…
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Tax Lines to Look Out for 2018 Income Tax Year

An outline of the key lines to look out for in the 2018 Income Tax Year.
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5 Reasons for an RRSP - 2019

There are some great reasons to open a Registered Retirement…
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2019 Financial Calendar

Financial Calendar for 2019 - All the deadlines you need to know…
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Tax Planning Tips for End of 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.
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Small business owners get relief from EI premium rates

The reduction will partly offset increases to CPP premiums next…
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Thinking of a reverse mortgage? Here’s how that compares with a HELOC

How does paying 6.59 per cent interest on a mortgage grab you?…
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Pension

The yield curve and the next recession

Get recession-ready by monitoring yields and corporate spreads Investors…
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Solutions Banking All-in-One

Banks sell mortgage insurance, but independent experts say you shouldn’t buy it

Personal finance experts are a pretty soft-spoken bunch.…
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Millennials not seeking financial help with inheritance: survey

Millennials are not inclined to get financial help or professional…
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How to avoid 4 common mistakes investors are making right now

The late stages of market cycles are particularly difficult for…
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April Market Matters: Active managers can take advantage of market volatility

With current conditions bringing volatility back to the markets,…
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2018 Mid-Year Capital Market Outlook: Don’t overreach with aggressive, growth cycle positioning

The pessimist complains about the wind; the optimist expects…
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GLC Insights - Trade war threats don’t have to threaten your portfolio

The US government continues to turn up the heat on trade. Understandably,…
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The Difference between Segregated Funds and Mutual Funds

Segregated Funds or Mutual Funds? What's the difference?
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2018 Mid-Year Market Review: Volatility makes a comeback

After a remarkably calm period, capital market volatility made…
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Retirement Planning

Survey reveals top financial fears of seniors

One-in-four seniors fear they might run out of money before they…
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2018 Federal Budget Highlights for Families

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.
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2018 Federal Budget Highlights for Business

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)
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2018 Financial Calendar

Financial Calendar for 2018 - All the deadlines you need to know to maximize your benefits!
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