March 24, 2021 FORTAX

Designating a Beneficiary on Non- Registered Assets

Designating a Beneficiary on Non- Registered Assets There are a number of planning strategies that can be used to bypass...

March 23, 2021 FORTAX

Beneficiary Designation on Registered Assets

Beneficiary Designation on Registered Assets There are a number of planning strategies that can be used to bypass or minimize...

March 22, 2021 FORTAX

What is Probate?

What is Probate? Probate is the process of getting your will approved by the courts. This process validates your will...

March 19, 2021 FORTAX

3 Major Financial Planning Issues Facing Women

3 Major Financial Planning Issues Facing Women Author: Emily Guy Birken Source: MoneyNing There's no denying that men and women...

March 18, 2021 FORTAX

Women and Investing: Key Findings and Opportunities

Women and Investing: Key Findings and Opportunities Author: Maurie Backman Source: The Motley Fool Investing is a great way to...

March 17, 2021 FORTAX

Five Uses of Trusts

Five Uses of Trusts Trusts have many uses. Below are some of the most common ways Canadians utilize trusts while...

March 16, 2021 FORTAX

The Two Fundamental Types of Trusts

The Two Fundamental Types of Trusts Since recent tax changes imposed by the federal government, it has been a topic...

March 15, 2021 FORTAX

Secured Loan or Collateral Loan: Policy Implications

Secured Loan or Collateral Loan: Policy Implications It can be tempting to tap into the cash value of a life...

March 12, 2021 FORTAX

Secured Loan or Collateral Loan

Secured Loan or Collateral Loan It can be tempting to tap into the cash value of a life insurance policy...