Matt Buie
CFP® Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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How to choose a beneficiary for your RRSP or RRIF
September 27, 2019 • Estate Planning, Tax Planning
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
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How to keep your TFSA aligned with your goals
April 01, 2019 • Estate Planning, Financial Planning, Retirement Planning, Tax Planning
Are you using your Tax-Free Savings Account (TFSA) to its best advantage? Find out about five objectives a TFSA can achieve, and why you might change your TFSA investments over time.
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Leaving more to your heirs
April 01, 2019 • Estate Planning
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.
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When do you need a power of attorney?
April 01, 2019 • Estate Planning
If you ever lose the ability to manage your financial affairs, someone must take over. Learn why there’s no advantage, only risks, when you put off getting a power of attorney.
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Should you name a child as executor?
December 14, 2018 • Estate Planning
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
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Minimizing taxation of estate assets
October 12, 2018 • Estate Planning
There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
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