Business owners, landlords, and investors often consider various structures to optimize their financial and tax situation. One popular strategy is the establishment of a holding company or holdco. Understanding Holding Companies A holding company is a type of business...
The use of titles by financial professionals in Canada is not very well regulated. As a result, determining the difference between someone providing advice-only financial planning and fee-based investment services is difficult. But the differences are significant. In...
When someone dies in Ontario, their investments, real estate, personal belongings, other assets, and debts make up their estate. Assets that are not held jointly with right of survivorship or that do not pass directly to named beneficiaries may require an estate...
The article “For certified financial planner, lifetime of struggle holds lessons for others” was originally published on https://www.wealthprofessional.ca/ on May 8, 2022. International Women’s Day: CFP reflects on life-changing tragedy and how she took...
