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Nov 26, 2018
Ever wonder if you’ll be affected by Old Age Security clawback? To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives.
Nov 6, 2018
According to Statistics Canada, a Canadian male aged 65 is expected to live to 84 and a female to age 87. Here are some of the financial planning areas affected by the new longevity.
Oct 17, 2018
Of the G7 nations, Canada is the only one without an estate tax. But the federal government still has its ways of collecting tax when someone passes. There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Oct 9, 2018
Understanding your personal and charitable goals and objectives is the key to making sure your legacy plans are integrated with your overall planning.
Sep 25, 2018
Peter Pomponio, along with advisors and clients from Québec, helped raise $139,000 towards sport for the Montreal Children’s Hospital Foundation and an fMRI machine for the Montreal General Hospital.