There are many different reasons you may want to make a cash gift. If you are considering gifting a significant sum of money, for instance to your spouse or your children, what are the tax implications of making such a cash gift in Canada? This article will help answer your questions.
With our increasing exposure to multiple internet and social media portals, our vulnerability to investment scams is magnified. If an investment opportunity sounds too good to be true, then it almost certainly is. Read this article and increase your awareness of investment opportunities that just may be scams.
Watch Kevin Willis of Bloom Investment Counsel, Inc. join Steve Legler for a discussion on family business transition.
“Every family is different and yet the same challenges [regarding family business transition] exist pretty well everywhere and all around the world […].When you work with someone who has the experience with other families, it can help you get over those hurdles.”
If long-term wealth is your goal, how can you best achieve it? Here are some of our favorite financial tips for you to pay your future self.
If something should happen to you such as an accident or illness that impacts your ability to make financial and/or personal care decisions for yourself, then who will make those important decisions for you? That is why, once you have passed eighteen years of age (sixteen for personal care), you can and should have a Power of Attorney in place. This article covers the basics of power of attorney in Ontario and why you need to understand it.