RRSPs and TFSAs – Structure Them Properly to Save Thousands
Patrick Caffrey is a tax and estate specialist at LT Wealth Management Partners. 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 […]
‘Tis the season…for a family wealth review
Patrick Caffrey is a tax and estate specialist at LT Wealth Management Partners 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 […]
Save on Taxes When Selling Your Property
Patrick Caffrey is a tax and estate specialist at LT Wealth Management Partners. 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 […]