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Displaying posts in Estate Planning

How Will the Proposed Canadian Tax Changes Affect Me?

Posted in Market, Family Trusts, Investments, IPP, Holding Company, Estate Planning, Andrew Ross

In it’s efforts to rein in what it considers tax loop holes, the Canadian Government has recently floated a tax package that takes aim at private corporations.

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The coming tax changes... how do they impact your retirement planning?

Posted in Market, Investments, IPP, Estate Planning, Andrew Ross, Newsletter

The Liberal government is considering tax changes that will affect business owners who use corporations to augment their retirement plan.

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Real Estate Investment Strategy: Is It Time to Downsize?

Posted in Market, Investments, Stocks, Estate Planning, Bruce Campbell

For many investors in the Oakville or Toronto area, real estate has been a good strategy. However, the question is, for how long? Maybe it's time to revisit the idea of downsizing?

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How does a Family Trust fit into my estate planning process?

Posted in Family Trusts, Investments, Estate Planning

Family trusts are frequently established to facilitate tax efficient intergenerational asset transfers, to protect assets and or to maintain or guide control of assets being transferred.

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What is the difference between a registered account and an unregistered account?

Posted in RESP, RRSP, RRIF, TFSA, Family Trusts, Endowments, Investments, IPP, Holding Company, Estate Planning

There are a number of differences between registered and unregistered investment accounts, but the main differences mostly revolved around tax.

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