
Tax Shock Adds to Family Heartbreak
Last month the sad story of an Ontario family who suddenly lost both parents in 2024 was shared in Burlington Today. The tax outcomes were just as shocking as the two deaths from unrelated causes. There was a cottage, a large RRSP and a big tax bill. Some of the outcomes could have been mitigated with some planning. I sat down with CTV’s Pat Foran to discuss the outcomes – with a message important to family planning.TFSA Rollback Would Affect Seniors and Youth

FACTA: Financial Info Sharing Deadline is September 30

Recognizing Financial Planning as a Profession

Back To Financial Basics: Time Matters
