How to Teach Your Kids About Money [Article in Collaboration Fraiche Living]
Article by Tori Wesszer and LT Wealth’s Terry Wright, for Fraiche Living: To read the original article, click here. Most of us want our kids to grow up confident with money, but knowing where to begin can feel overwhelming. When Charlie recently asked his first real question about how to handle the little pile of […]
In the News: Is it time for THE TALK? [Article by Toronto Star]
Article by Renée Sylvestre-Williams, featuring LT Wealth’s Terry Wright, for Toronto Star: To read the original article, click here. With more grown children living at home due to high costs, parents wonder if they should be asking for financial contributions to the home When RosaLee Farquharson finished college and started working, she started pitching in […]
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. […]
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.
What If I Invest at the Wrong Time?
Have you ever wondered what would happen if you invested in to the stock market at precisely the wrong time?
Your Holiday Budget (Updated 2024)
How to Set a Holiday Budget? This year, you need a holiday budget. But how much money should you plan to set aside for this holiday season? We recommend no more than 1.5% of your annual income. According to PwC Canada’s holiday outlook report, Canadians will spend an average of CA$1,442 for the 2022 holiday […]
Why Financial Planning is Important
A financial plan is about you, your family and your future. No matter what age or life stage, everyone can benefit from the financial planning process.
What is a RRIF Account? How to Generate Tax-Efficient Income
When you retire, you need to utilize tax-effective RRIF accounts to convert retirement savings into retirement income.