Author's articles
The Importance of Planning for Wealth Transfer
By Phil Edney · 12 years ago
Each year in Canada, billions of dollars in assets are transferred at death. If you plan to transfer all or some of your assets to your heirs, you want to make sure your money goes ...
Caught in the Middle? Strategies for the Sandwich Generation
By Phil Edney · 12 years ago
If you’re in your 40’s or 50’s and caring for both your children and your parents, welcome to the sandwich generation. About one-third of middle-aged Canadians are part of this so-called sandwich generation and more ...
Plan ahead to Minimize Taxes on Death
By Phil Edney · 12 years ago
Nobody likes to think about their death, but who wants to pay more tax than they have to? With a little planning, you can help minimize the taxes your estate might pay at death.
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GIC’s Offer Predictable Investment Returns – and Some Have Insurance Benefits Too
By Phil Edney · 12 years ago
It’s a rather strange question to be sure, but after experiencing one of the worst economic downturns since the Great Depression, many investors are looking for safe investment products that are capable of producing predictable ...