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NAVIGATE TO OUR EPISODES: Setting The Stage Assessing Your Estate Crafting Your Legacy Blueprint 1. Setting The StageMike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver...
Tax plans, managed by accountants, aim to minimize yearly income taxes. They can range from simple strategies for employees to complex plans for business owners. On the other hand, financial plans are comprehensive documents outlining how individuals can achieve their...
They emphasize that financial planning is not just for the wealthy but is essential for everyone, regardless of their financial situation. Drawing parallels to medical care, they explain how a financial plan serves as a personalized roadmap for achieving financial...
Recorded on March 4, 2024This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular...
As they dissect the implications of the new CRA reporting requirements, Mike and Connor highlight the importance of understanding one's role in trust arrangements and the necessity of meticulous documentation. From identifying key players like settlors, beneficiaries,...
Recorded on February 28, 2024This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular...
Recorded on February 26, 2024This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular...
Recorded on January 30, 2024This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular...
