Tax Planning

Tax Free Savings Accounts (TFSA)

Having a Tax Free Savings Accounts (TFSA) account is an excellent way to save and invest your money while protecting it from taxation. However, there are a number of rules pertaining to TFSA’s that everyone should about if you are looking to maximize the benefits you can get.

“Freetirement”, not “Retirement”

Up until recently, retirement was simply thought of as the official end to the working life after which one would collect pension cheques and stay at home. However, with people living longer and wanting to fulfill their dreams and accomplish goals, we are seeing a shift in how people think about retirement.

Life Insurance and Estate Planning

Estate planning, which deals with the transfer of assets after death, has seen increased application in recent years.

Severance Package?

Severance Pay | Termination Pay | Financial Advisors GTA Wealth Management

Lost your job? Received a Severance Package or Termination Pay? GTA Wealth will help you financially plan your severance package and reduce your tax.


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