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USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH

    Starting January 1, 2016, the annual TFSA dollar limit decreased from $10,000 to $5,500 and will be subject to indexation. The TFSA contribution limit for 2018 will remain $5,500. This is since the indexation adjustment for personal income tax and benefit amounts is 1.5% for ...

Comments Off on USE YOUR TFSA CONTRIBUTION ROOM TO MAXIMIZE TAX FREE GROWTH   |   Posted in Investments,Latest News,Tax Free Savings Accounts February 02, 2018

RRSP FACTS AND DEADLINE FOR MAKING YOUR 2017 CONTRIBUTION

      The RRSP contribution limit for 2017 is 18% of your 2016 income or $26,010, whichever is less. The contribution limit for 2018 is $26,230. If you are a member of a registered pension plan, then you need to deduct your pension adjustment (the amount on ...

Comments Off on RRSP FACTS AND DEADLINE FOR MAKING YOUR 2017 CONTRIBUTION   |   Posted in Latest News,Retirement Planning,RRSP January 24, 2018

ANOTHER SUCCESSFUL YEAR FOR THE JOY OF AGING

On Sunday October 22nd, over 300 women gathered at Bellvue Manor in Vaughan, to enjoy a special morning to celebrate healthy aging. This year with the help of our sponsors we raised over $32,000 for the ...

Comments Off on ANOTHER SUCCESSFUL YEAR FOR THE JOY OF AGING   |   Posted in Latest News December 28, 2017

FAMILY TRUST

  Canadian Business Journal

Comments Off on FAMILY TRUST   |   Posted in Latest News December 26, 2017

CREATNG A LASTING LEGACY WITH TAX SMART GIVING

  CAWEE Connected

Comments Off on CREATNG A LASTING LEGACY WITH TAX SMART GIVING   |   Posted in Latest News December 26, 2017

TINA TEHRANCHIAN RECEIVES AN AWARD FROM THE BRILLIANT MINDED WOMEN FOUNDATION

  On November 17, 2017, in an elaborate fundraising gala organized by The Brilliant Minded Women Foundation, at Riviera Parc banquet hall in Concord, Tina Tehranchian, received an award for supporting the arts. Other award winners in 2017 included, Honorable Dr. Jean Augustine, PC, CM, CBE (Life Time ...

Comments Off on TINA TEHRANCHIAN RECEIVES AN AWARD FROM THE BRILLIANT MINDED WOMEN FOUNDATION   |   Posted in Latest News December 26, 2017

CAWEE EVENT – OCT 12TH, 2017

  It was a pleasure talking at CAWEE on October 12th about How to Leave a Lasting Legacy with Tax Smart Giving

Comments Off on CAWEE EVENT – OCT 12TH, 2017   |   Posted in Latest News December 26, 2017

MY INTERVIEW IN THE GLOBE & MAIL ABOUT FOCUSING ON BITE-SIZED GOALS HELPS PEOPLE OVERCOME THEIR FINANCIAL BLIND SPOTS

      Focusing on Bite-sized goals helps people overcome their financial blind spots

Comments Off on MY INTERVIEW IN THE GLOBE & MAIL ABOUT FOCUSING ON BITE-SIZED GOALS HELPS PEOPLE OVERCOME THEIR FINANCIAL BLIND SPOTS   |   Posted in Investments,Latest News November 29, 2017

MY INTERVIEW IN THE WEALTH PROFESSIONAL MAGAZINE

    My Interview in the Wealth Professional Magazine

Comments Off on MY INTERVIEW IN THE WEALTH PROFESSIONAL MAGAZINE   |   Posted in Investments,Latest News November 29, 2017

DONATING SECURITIES IN KIND

   

Comments Off on DONATING SECURITIES IN KIND   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News October 27, 2017