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Article

What to expect from an advisor

…taxes estate planning It depends on the type of advisor you’re working with. Some offer a range of financial products and services, while others are experts in 1 or 2…

2 min read
Article

What to do if your child receives an inheritance

…do not pay a “death tax” or “inheritance tax” on funds they receive from an inheritance. But, there are still taxes. Certain investments of the estate are essentially considered ‘cashed…

3 min read
Article

How to open a RRIF for retirement income

…in your estate for calculating probate fees. Pension income amount If you’re over age 65 and don’t have a company pension plan, withdrawals from your RRIF may qualify for the…

8 min read
Article

How to manage financial stress and avoid burnout

…to confirm your progress on your long-term investment goals This reality check can help you focus your next steps on what really needs to change, if anything at all. You…

4 min read
Article

Reverse mortgages

…You may have to pay fees or financial penalties if you choose to repay the loan early. Reduced inheritance. If your estate must repay the loan, there could be less…

2 min read
Article

What to consider before borrowing against your home

…while borrowing – You have ownership in an asset that may go up in value and add to your estate. If you’re using your HELOC to renovate or improve your home, this will in…

6 min read
Article

Catching UP with IIROC’s Andrew J Kriegler

…not on matters that are either minor or administrative or where the facts aren’t really in dispute. If a firm realizes that there’s a problem and they want to deal…

6 min read
Showing results 51-60 of 193