RRSPs and TFSAs – Structure Them Properly to Save Thousands

person at desk structuring tfsa vs rrsp

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

Man doing year end financial 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 […]