Year End Planning Tips
Here is another handy financial literacy piece for your own reference and for use with clients with my permission and acknowledgement
More articles by Peter Wouters
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Client, Nominee and other Dealer Account Structures: Estate Planning and Creditor Protection Considerations for insurance based products Part ll
Client, Nominee and other Dealer Account Structures: Estate Planning and Creditor Protection Considerations for insurance based products Part ll
As mentioned in my last article, investors working with dealers can hold units or shares of investments that may be…
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Client, Nominee and other Dealer Account Structures: Estate Planning and Creditor Protection Considerations
Client, Nominee and other Dealer Account Structures: Estate Planning and Creditor Protection Considerations
This is part of a series of articles on this subject, broken down into segments for a quick read. Introduction…
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Joint ownership and no successor annuitant
Joint ownership and no successor annuitant
Tom and Shelley are older adults who set up a number of investments on a joint ownership basis. Both contributed to the…
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Insurance-based contracts with no beneficiary or all predecease the life insured or annuitant
Insurance-based contracts with no beneficiary or all predecease the life insured or annuitant
Catrina is a sixty something single woman with two daughters, one of whom, Sabrina, has two children of her own…
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How much to save for retirement
How much to save for retirement
How much should someone save for retirement? Most people focus on a number: $750,000, $1,000,000, $1,300,000, 70% or…
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Investment Income and Taxes
Investment Income and Taxes
Here is another infographic that simply explains how various common investments are taxed with an example.
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Financial tips for your younger self
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Do you ever wish you could talk to your younger self about lessons you've learned, more than a few of them the hard…
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5 tips for financial success in later life
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Five basics about managing money
Five basics about managing money
A disturbing number of aging Canadians today aren’t saving or aren’t saving enough for retirement.(1) They are seeking…
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Penalties for U.S. Persons not reporting Foreign Accounts
Penalties for U.S. Persons not reporting Foreign Accounts
Dalton, a resident of Canada, is considered to be a U.S.
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Thanks for that Jessica.
Fiscal Strategist for Business Owners, CEO Strategic Systems Fiscal Planning
1yI will never forget the day I asked you what your #1 suggestion for people to follow was, at dinner that one time. :) That #1 you told me then, is the #1 in this article! :) Still sounds like a solid plan :)