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November Newsletter

Personal Wealth and Finance




Life View

Estate Tax: Planning Wisely

Tax Planning is Legal: Canadians can legally arrange finances to minimize income tax. Tax Issues to consider: RRIF Withdrawals: Increases your tax burden and may result in an Old Age Security (OAS) clawback. Provincial Tax Rate: Living in a high-tax-rate …


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Estate View

Updating your estate plan

What is estate planning? The nature and extent of an owner’s rights concerning land, property, and financial assets and life insurance benefits can be given over to heirs using documents referred to as the last will and testament, drawn up …


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Investor Insight

8 reasons to invest in Segregated Funds

There are many reasons that make investing in segregated (seg) funds a significant strategy when creating wealth.


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More Recent Articles




Wealth Viewpoint Quarterly

FRAUD UPDATE: AI Assisted Cybercrime and Financial Fraud.

Generative AI has fundamentally changed cybercrime. It is no longer just about technical exploits but has shifted to hyper-personalized, scalable, and psychologically manipulative fraud. The scale of financial losses is unprecedented. The 2024 Internet Crime Report from the FBI documented …


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