Estate Planning
How You Can Earn 20% Immediately!
Investors are always looking for ways to get better returns on their money. When you invest in an RESP for your children or grandchildren, the goverment immediately adds a 20% bonus called the Canada Learning Grant or CLG. And, you can also invest an RESP into the market using Segregated Funds to allow to earn
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Your Top RESP Questions
How is an RESP taxed? What happens if my child doesn’t attend post secondary. These questions and more answered by Mac Graham. Owner/Advisor at Klyne Financial
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Retirement Spending: Retirement Resolution Step 2
Retirement Spending I my last blog, I explained in detail the steps I take with my clients to determine how to set them up withIncome for life. In my experience, by showing people how much money they have each to live off ofeach month provides a lot of peace of mind. To be clear though,
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Your Retirement Resolution – A 5 Part Series
2022 is officially underway. We’re not even a week into it and resolutions are being broken everywhere you look. Thanks to our Provincial government and the Omicron variant, you can kiss that “get back in shape” resolution out the door, but what about that retirement plan. Here’s an idea: Let’s make 2022 the year you
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Tax Free Savings Account (TFSA)
Tax Free Savings Account limit 2022 Canada Revenue Agency announced it’s new Tax Free Savings Account (TFSA) contribution limit for the year 2022. The maximum amount has been set at $6,000, matching the amount set from 2019 to 2021. Unused TFSA contribution room can be carried forward and any amounts withdrawn in the current year
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Segregated Funds
What are Segregated Funds? I deal almost exclusively in Segregated Fund investments for my clients. I work with a number or top providers like SunLife and Manulife, but almost always in Segregate Funds. A lot of people don’t even know what they are. Well it’s time to put an end to that. Here goes: Segregated