Maximizing your Registered Retirement Savings Plan contributions has been standard financial advice for decades. If you follow this advice, you might have a sizeable nest egg by the time you retire. However, there is a downside to this plan: because…

*If you are a U.S. citizen or green card holder, we ask that you contact our office as soon as possible to discuss the implications. We have recently learned that the U.S. has posed a 1% excise tax on insurance…

*If you are a U.S. citizen or green card holder, we ask that you contact our office as soon as possible to discuss the implications. Many U.S. citizens or green card holders who reside in Canada are unaware of, or…

Are you considering retiring in the next five or ten years? Are you concerned about outliving your money and/or depleting your estate for your children? This article will teach you about a simple strategy that will provide you with a…

Using your Medicine Professional Corporation (MPC) and life insurance, you can provide a larger gift to your favourite charity than you ever thought possible. Virtually the full value of the MPC passes to your heirs all on a tax efficient…

Watch for this exciting series in the fall of 2011 presented by Jennifer Morrison, Planner and Justine Zavitz, Advisor of Zavitz Insurance. These seminars will be geared towards women with limited financial knowledge; this series will educate them on taxation,…

On May 1, 2011 Trudi St. Marie completed the 10K walk on Team Louie in support of Jesse’s Journey and Duchenne Muscular Dystrophy. Jennifer Behie has committed to participate in the MS Bike Tour July 23rd – July 24th. She…

  Many Canadians are not afraid to take on debt. As long as their income can sustain the payments, debt just becomes their cost of living. However, if a disability strikes and they are unable to earn an income, could…

  Have you paused lately to think about your Estate Plan? In addition to the obvious considerations such as taxes, beneficiaries and legacies, there are also situations that require more careful planning. Children or grandchildren with special needs and certain…

  For many years, self employed individuals were unable to participate in Canada’s Employment Insurance (EI) Program. However, this past year with the passing of the Fairness for the Self-Employed Act, special EI benefits became available to self employed individuals.…