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Understanding Discretionary Investment Accounts and Management

Mitch McClean, March 22 2024

The landscape of investing is vast and varied, with numerous approaches to managing and growing wealth. Among the myriad of strategies available to investors, discretionary investment accounts and management stand out for their hands-off approach, professional management, and potential to align closely with an investor's long-term financial...

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Journey to Retirement: Navigating Brampton's Retirement Landscape

Mitch McClean, August 28 2023

Retirement planning represents a collection of financial strategies that are adopted to ensure a comfortable life beyond one's working years. It is an elaborate process involving saving, investing, and allocating funds over several years, sometimes even decades, with the ultimate aim of accumulating sufficient wealth to sustain oneself in the...

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Retire with Confidence: How Retirement Advisors in Ottawa Can Help You Plan

Mitch McClean, August 8 2023

Retirement planning refers to the financial strategies one implements to ensure a comfortable and secure life post-employment. It is a process that involves saving, investment, and allocation of funds over a span of years, if not decades, with the ultimate goal of accumulating sufficient wealth to support oneself in the absence of a regular

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Are pension plan contributions tax deductible in Canada?

Mitch McClean, July 24 2023

Retirement planning is a crucial aspect of personal finance that requires careful consideration and preparation. One key aspect of retirement planning is contributing to a pension plan. For Canadians, contributing to a pension plan can help provide financial security in retirement, but it also raises the question of whether these contributions...

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Minimizing Taxes and Maximizing Benefits: Estate Planning Strategies for Canadians

Mitch McClean, July 24 2023

Estate planning is an important aspect of financial management that involves making decisions about how to distribute your assets after your passing. For Canadians, estate planning also includes minimizing taxes and maximizing benefits, which can be a complex and overwhelming

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TFSA vs. RRSP: Choosing the Best Investment Vehicle in Canada

Mitch McClean, June 30 2023

Investing can be a powerful way to build wealth, but knowing where to invest your hard-earned money can often feel like a daunting task. Two of the most popular investment vehicles available to Canadian investors are the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP). Each offers unique benefits and tax...

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Salary vs. Dividends for Small Business Owners in Canada

Mitch McClean, June 23 2023

In the course of navigating the Canadian small business landscape, entrepreneurs often face a myriad of decisions, many of which can significantly impact their business and personal financial futures. A crucial decision involves determining the method of compensation for oneself as a business owner – salary or dividends? This decision, though...

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Minimizing Taxes and Maximizing Benefits: Estate Planning Strategies for Canadians

Yvette Mantifel, May 9 2023

Estate planning is an important aspect of financial management that involves making decisions about how to distribute your assets after your passing. For Canadians, estate planning also includes minimizing taxes and maximizing benefits, which can be a complex and overwhelming process. In this article, we will explore some estate planning...

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Tax-Efficient Retirement Planning in Canada: Strategies to Maximize Your Savings

Yvette Mantifel, May 4 2023

Retirement planning is an essential part of financial planning that can have a significant impact on your financial wellbeing in your golden years. When it comes to retirement planning, minimizing taxes is key to maximizing your savings. Tax-efficient retirement planning can help you keep more of your hard-earned money and help you achieve your...

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Couples Retirement Planning: Tips for Building a Strong Financial Foundation Together

Mitch McClean, May 4 2023

Introduction Retirement planning is an important topic for individuals and couples alike. However, when it comes to planning for retirement, couples face unique challenges and considerations. Not only do they need to plan for their own individual retirement needs, but they must also plan for the needs of their partner and consider how they will...

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