Wealth Strategies: Incorporating life insurance for new CCPC passive income rules

Incorporating Life Insurance for New CCPC Passive Income Rules With February’s federal budget receiving Royal Assent on June 21st 2018, Canadian Controlled Private Corporations (CCPCs) will need to plan for the new rules with respect to passive incom...

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Wealth Strategies: Long term care insurance

Long Term Care Insurance Long term care insurance* is a relatively new product on the insurance shelf, but has certainly arisen as a result of our aging Canadian population. Our family dynamics aren’t what they once were, whereby family members were...

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Retiring Abroad: Retiring in Kelowna, BC - Part I

There are many incredible places in the world to consider when envisioning your ideal retirement destination. However, arguably one of the best places in the world is right in Calgary’s backyard...

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