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Join date: Dec 11, 2019
Posts (7)
Jan 31, 2018 ∙ 2 min
The 'Loonly' Planet
It wasn't that long ago that vehicles bearing Canadian license plates lined the parking lots of US shopping malls, and Phoenix...
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Jan 1, 2017 ∙ 2 min
Enhancing Family Capital
It’s standard practice to prepare a year-end balance sheet if you own a business. Individuals will also create a net worth statement as a...
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Oct 1, 2016 ∙ 5 min
How the 2017 Exempt Life Insurance Tax Changes Affect Wealthy Canadian Families
Permanent life insurance has historically received preferential tax treatment under Canadian law. The cash value inside an exempt policy grows on a tax-sheltered basis, similar to registered accounts but without the contribution limits that constrain RRSPs and TFSAs.
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Jerry Olynuk, CFA, JD, CFP
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