In the News: You want to inspire resilience: The art of making true successors out of heirs [Article by Canadian Family Offices]
Article by Renée Sylvestre-Williams, featuring LT Wealth’s Terry Wright, for Canadian Family Offices: To read the original article, click here. Teaching entrepreneurship and financial literacy can give the next gen a boost and help ensure family longevity. You might think that financial smarts are baked into the DNA of wealthy business founders and their families. […]
RRSPs and TFSAs – Structure Them Properly to Save Thousands
RRSP vs. TFSA Structure Did you know that the way you structure and set up your investment accounts could save you tens of thousands of dollars over your lifetime? The focus of our attention is often the investments or stocks within our investment portfolio, while the structure itself can be overlooked. For example, let us […]
‘Tis the season…for a family wealth review
Don’t Forget the Year-End Tax Savings Okay, maybe a family wealth review is not the first thing that comes to mind as the holiday season approaches. Most of my friends and clients are busy decorating their homes, planning vacations, and overall getting in the spirit. Here’s why it is a really good time of the […]
Save on Taxes When Selling Your Property
Principal Residence Tax Exemption in Canada Many of us are aware that when we sell our primary home, we generally do not have to pay any tax. This is referred to as the ‘principal residence exemption’, and it allows us to claim one property per year to be exempt from tax, so long as we […]
Get Smarter About Money: 5 Tips to Get You On Track
Start the New Year right by reviewing and revamping your financial plan. Here are 5 financial resolutions to keep you on track in 2020.
Parent-Child Joint Ownership of a House In Canada
Learn estate planning strategies that can help prepare you and your parents maximize family wealth while avoiding common planning pitfalls.
The Importance of Life Insurance
Life insurance not only provides peace of mind to you and your loved ones but can be an essential part of a sound financial plan.
Never Stop The Compounding
In this post, we examine the history of bull and bear markets and the long-term impact compounding can have on your investment portfolio.
Three Steps to Successful Investing
From setting goals, to creating a systematic plan, to picking investments; here are three important steps to find success as an investor.
Planning For The Unknown
Are you planning your finances proactively for the expected and unexpected? This post dives into the importance of planning for the unknown.