Insurance = Generational Wealth
According to recent statistics, 22 million Canadians have some kind of life insurance policy in place. Are you one of them?
Jared PilonTopic: Estate PlanningRetirment PlanningSuccession Planning
February 28, 2024 | View Post
Successful Succession Planning
Remember, implementing a plan early and revising it often (when major life events occur) will ensure that you are positioned to preserve your financial legacy.
Jared PilonTopic: Succession Planning
January 30, 2024 | View Post
2023 Tax Planning Tips
As another year ends, it is important to review your finances and see if there are ways to improve your tax position heading into the new year.
Jared PilonTopic: General Tax InformationPersonal Taxes
December 4, 2023 | View Post
How will changes to Alternative Minimum Tax impact your charitable giving?
The new AMT rules could potentially result in tax owing due to making large donations after 2023. Proper planning is important when making donations in the future to avoid being negatively impacted by the new AMT rules.
Jared PilonNovember 20, 2023 | View Post
Open Letter to Canadian MPs - Underused Housing Tax
I am writing to you to express my concerns with the implementation of the Underused Housing Tax Act, SC 2022, c 5, s 10 (“UHTA” or the “Act”), namely, that the burden of enforcement falls on Canadian property owners.
Jerome RothNovember 2, 2023 | View Post
