Personal Finance

Tax and Estate Planning Advice with Regards to RRSPs and TFSAs with Wilmot George of Mackenzie Financial

Tweet Interviews Biography: Wilmot is a Certified Financial Planner and Director of Tax and Estate Planning at Mackenzie Financial Services Inc. Q: Mr. George, what are your thoughts (benefits and drawbacks) on taking on RRSP (Registered Retirement Savings Plan) loans to make contributions? Is this not a good idea for people with pre-existing debts like student debt [...]

Arjun Rudra

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Biography: Wilmot is a Certified Financial Planner and Director of Tax and Estate Planning at Mackenzie Financial Services Inc. Q: Mr. George, what are your thoughts (benefits and drawbacks) on taking on RRSP (Registered Retirement Savings Plan) loans to make contributions? Is this not a good idea for people with pre-existing debts like student debt [...]

Tax Free Savings Account (TFSA) or Registered Retirement Savings Plan (RRSP)?

Tweet Personal Finance In a C.D. Howe Institute e-brief released January 27, 2010, the writers claim that TFSA’s may be “a more tax efficient retirement saving vehicle than traditional tax-deferred accounts.” Let’s take a look at the characteristics of both the RRSP and the TFSA and determine which is the better vehicle for saving, more particularly retirement saving. [...]

Arjun Rudra

Comments

In a C.D. Howe Institute e-brief released January 27, 2010, the writers claim that TFSA’s may be “a more tax efficient retirement saving vehicle than traditional tax-deferred accounts.” Let’s take a look at the characteristics of both the RRSP and the TFSA and determine which is the better vehicle for saving, more particularly retirement saving. [...]

Advice For Home Owners and First-time Home Buyers

Tweet Analysis / Insights Recently, I had the opportunity to ask Ms. Laura Parsons, Area Manager of Specialized Sales with BMO Bank of Montreal some questions regarding the Canadian Housing Market. The interview also included Ms. Parsons’ advice for first time home buyers. Given that BMO recently decreased their mortgage rates and introduced 3 new special offers the timing [...]

Arjun Rudra

Comments

Recently, I had the opportunity to ask Ms. Laura Parsons, Area Manager of Specialized Sales with BMO Bank of Montreal some questions regarding the Canadian Housing Market. The interview also included Ms. Parsons’ advice for first time home buyers. Given that BMO recently decreased their mortgage rates and introduced 3 new special offers the timing [...]

Interview with the author of “How To Retire Early With No Money” - Dave McGinn

Tweet Interviews Biography: Dave McGinn is a reporter with The Globe and Mail. A professional journalist since 2003, Mr. McGinn has written for the Ottawa Citizen, the National Post and MacLean’s, among other publications. For the February issue of Report On Business Magazine, Mr. McGinn set out to see what he would need to do to turn [...]

Arjun Rudra

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Biography: Dave McGinn is a reporter with The Globe and Mail. A professional journalist since 2003, Mr. McGinn has written for the Ottawa Citizen, the National Post and MacLean’s, among other publications. For the February issue of Report On Business Magazine, Mr. McGinn set out to see what he would need to do to turn [...]

Increase Your Estate’s Value with Tax-Free Dividends

Tweet Personal Finance The Basic document in any estate plan is the will. Once that is in place, a thorough review should be made of your assets and liabilities in order to maximize estate value, particularly with regard to taxation. Often there are opportunities to reduce taxes and fees pertaining to estate settlement and distribution. For example, steps [...]

Arjun Rudra

Comments

The Basic document in any estate plan is the will. Once that is in place, a thorough review should be made of your assets and liabilities in order to maximize estate value, particularly with regard to taxation. Often there are opportunities to reduce taxes and fees pertaining to estate settlement and distribution. For example, steps [...]

Higher yields without a lot of risk: Increase your retirement income

Tweet Personal Finance In these times of low interest rates, retirees are looking for higher yields on their money without taking a lot of risk. Moving your money out of a GIC Investment into an Insured Annuity is one of the best ways to possibly double your income and avoid probate without increasing risk. The investment itself is [...]

Arjun Rudra

Comments

In these times of low interest rates, retirees are looking for higher yields on their money without taking a lot of risk. Moving your money out of a GIC Investment into an Insured Annuity is one of the best ways to possibly double your income and avoid probate without increasing risk. The investment itself is [...]

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