Hello,

With the warm weather and long weekends approaching, our minds quickly turn to getting away from it all and enjoying the summer months. If you have a cottage, Fun and Tax Savings at the Cottage will show you how to use your equity in the property to boost your investment portfolio and save on taxes.

Enjoy!

If you’re looking for new capital to build a significant investment or retirement portfolio while giving you a tax break, perhaps you should think cottage country. It’s great to have a vacation getaway, somewhere to relax and enjoy well-deserved time off with family and friends. But did you know you can also use the equity in your cottage to expand your investment portfolio and save on taxes?

 Read More...

Succession planning:
securing the future of your family-run business

Running a business is complicated in itself, but when multigenerational family dynamics are layered on top of that, sometimes the combined weight can sink the family’s primary source of wealth.

The family-run business is the backbone of our economy (there are well over 100,000 privately-owned Canadian businesses with revenue in excess of $3 million), so many of us have a stake in the transitioning of this wealth to the next generation.

 Read More...