Executor Checklist - Tax and Estate Planning
March 28, 2024
The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you to take on the responsibility of administering the estate and carrying out the last wishes of the deceased.
Read More2024 Tax Facts
March 28, 2024
The rates below are the combined federal and provincial marginal rates, including all surtaxes. It is assumed that the only credits claimed are the basic personal amount and the Low Income Tax Reduction (LITR) where applicable.
Read More2024 Estate Planning
March 28, 2024
Probate is the process of having a will validated by the courts. Probate taxes vary considerably between provinces and territories, but in most cases these taxes are a percentage of the value of the estate being probated.
Read MoreJump-Start Your Wealth
February 16, 2024
When you were a kid saving spare change in a piggy bank, the concept of money seemed so simple: You saved it, then you spent it. As adults, money is still a resource to buy things, but it may also be used as a tool for growing your wealth (to purchase a home, for instance, or fund your retirement). You don’t need to be an investment pro to start putting money aside for the future – you’ve already got one major factor on your side, and that’s the benefit of time.
Read MoreFive ways to deal with the ups and downs of volatility
February 15, 2024
At times, investing can feel like riding an emotional roller-coaster. Often, it starts with building anticipation as your investments climb. Excited by the gains, you add to your investments, thinking they can only go higher. Then, without warning, gravity reasserts itself, and investment losses start to add up. Finally, just as you reach your maximum feeling of panic, the markets begin to ascend once again, giving you renewed hope that the turbulence might be over and you’re going to be OK.
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