Personal Finance

The Top 10 Investing and Personal Finance Articles This Week

Tweet Personal Finance A lot has transpired in the investing and personal finance spheres this past week. If you didn’t get a moment to read through all the tips, how-tos and commentary published around the blogosphere, rest assured, we’ve rounded up our favorites and created a short and sweet list for some awesome weekend enjoyment. Personal Finance 1. [...]

Arjun Rudra

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A lot has transpired in the investing and personal finance spheres this past week. If you didn’t get a moment to read through all the tips, how-tos and commentary published around the blogosphere, rest assured, we’ve rounded up our favorites and created a short and sweet list for some awesome weekend enjoyment. Personal Finance 1. [...]

How To Minimize Your Estate Distribution Costs

Tweet Personal Finance Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]

Arjun Rudra

Comments

Most people are unaware of what can be done to minimize taxes and fees payable at death. First, let’s review how the value of your estate may be reduced before it is distributed to your beneficiaries. Income Taxes At death, the Canada Revenue Agency (CRA) requires a terminal income tax filing. All income received by [...]

4 Steps to a Well Planned Estate Distribution

Tweet Personal Finance Estate planning is the strategy of determining who will act on your behalf in the distribution of your estate, to whom and how your assets will be distributed and the arrangement of assets while living, in order to minimize taxes and hasten asset distribution to your heirs. Most people do not want the government to [...]

Arjun Rudra

Comments

Estate planning is the strategy of determining who will act on your behalf in the distribution of your estate, to whom and how your assets will be distributed and the arrangement of assets while living, in order to minimize taxes and hasten asset distribution to your heirs. Most people do not want the government to [...]

4 Questions To Consider When Choosing Your Investment Advisor

Tweet Personal Finance Catherine Dorazio, B.Comm, MBA, CIM is a Vice President & Investment Counselor with Connor, Clark & Lunn – Private Capital in Vancouver, British Columbia, Canada. Catherine develops investment management strategies for affluent Canadians, foundations and institutions and can be reached at [[email protected]] or 604-643-5829. It is of great importance to trust your investment professional. Having [...]

Arjun Rudra

Comments

Catherine Dorazio, B.Comm, MBA, CIM is a Vice President & Investment Counselor with Connor, Clark & Lunn – Private Capital in Vancouver, British Columbia, Canada. Catherine develops investment management strategies for affluent Canadians, foundations and institutions and can be reached at [[email protected]] or 604-643-5829. It is of great importance to trust your investment professional. Having [...]

Benefits Of Saving And Investing Early For Canadians Aged 18 To 34

Tweet Interviews Consider this: You’re twenty-one years old, fresh out of school and starting a career. What are your saving and investing goals: save up for a trip to Europe, buy a car, or get a head start on your retirement portfolio? According to a recent poll from Investors Group, Canadians aged 18 to 34 were among [...]

Arjun Rudra

Comments

Consider this: You’re twenty-one years old, fresh out of school and starting a career. What are your saving and investing goals: save up for a trip to Europe, buy a car, or get a head start on your retirement portfolio? According to a recent poll from Investors Group, Canadians aged 18 to 34 were among [...]

Comparing Popular Readvanceable Mortgage Products

Tweet Personal Finance The following is an article authored by Dave Tout, Mortgage Broker with Dominion Lending Centers in Vancouver, BC and compares popular re-advanceable mortgage products such as the FirstLine Mortgage – Matrix Mortgage Suite, the Scotia Total Equity Plan (STEP) and the National Bank All-In-One. Biography: Dave was educated at Simon Fraser University & the City [...]

Arjun Rudra

Comments

The following is an article authored by Dave Tout, Mortgage Broker with Dominion Lending Centers in Vancouver, BC and compares popular re-advanceable mortgage products such as the FirstLine Mortgage – Matrix Mortgage Suite, the Scotia Total Equity Plan (STEP) and the National Bank All-In-One. Biography: Dave was educated at Simon Fraser University & the City [...]

Begin A Savings Plan With Your Tax Refund

Tweet Personal Finance The following is an article by Tax Expert, Evelyn Jacks, President of The Knowledge Bureau and author of Master Your Taxes, Make Sure It’s Deductible and Essential Tax Facts. Evelyn is a prolific and bestselling author of over 40 books, a sought-after international speaker and media commentator, known by millions as Canada’s most trusted voice [...]

Arjun Rudra

Comments

The following is an article by Tax Expert, Evelyn Jacks, President of The Knowledge Bureau and author of Master Your Taxes, Make Sure It’s Deductible and Essential Tax Facts. Evelyn is a prolific and bestselling author of over 40 books, a sought-after international speaker and media commentator, known by millions as Canada’s most trusted voice [...]

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