Many of us have charities we support during our life and want to continue on after we die. The tax rules support this type of philanthropy, but we have to be sure we follow all the rules.

Chances are that if you are a small business owner you have spent a lot of time and effort building your business. That is why it’s so important to protect everything you have achieved.

Employers in Alberta today are faced with an ever competitive job market when trying to attract and retain qualified employees.

You draft a personal will to make sure your wishes are known. A buy-sell agreement is a “business will”.

When rental property is sold (or deemed to be sold, as on a death) there is a tax disposition.

In Wainwright and area the real estate market has never been stronger, and many people are investing in rental properties for income and potential capital growth.

When putting together a financial plan, whether it’s for a young person, a couple getting started, or someone nearing or at retirement, we need to make sure the foundation it is built upon is

Planning for Life’s Uncertainties

A good financial advisor will work with you to create a comprehensive financial roadmap based on your particular needs and stage of life.

The Old Age Security Program (OAS) is one of the cornerstones of Canada’s retirement income system.