Cottage Succession Planning

Published by Peter Zloty on Jun 02, 2017

If you own a family cottage or cabin, have you considered a plan for its succession? Although the serenity of the family cottage or cabin may provide a wonderful getaway for many, it is difficult to escape... Continue reading

Expecting a New Arrival?

Published by Peter Zloty on Apr 23, 2017

Welcoming a new baby into the family can be one of life's more rewarding experiences. Proper financial planning can ensure that this positive experience continues as the new family grows. It is never ... Continue reading

Your Will and Taxes

Published by Peter Zloty on Apr 13, 2017

Many Canadians overlook the importance of effective estate planning. This includes updating beneficiary designations for all plans and policies and reviewing your will periodically to ensure it is current... Continue reading

Do You Have an Up-to-Date Will?

Published by Peter Zloty on Apr 11, 2017

Every few years, surveys are done by Canada’s banks or law firms that suggest that a significant number of Canadians either do not have a will in place or have not updated their will over time. As we ... Continue reading

Spousal RRSP's Simplified

Published by Peter Zloty on Apr 04, 2017

Spousal rrsp's are confusing to many but, when understood, can be a powerful tax mitigation tool.   Spousal RRSP Explained:   - It is an rrsp set up by a spouse( common-law or married) which you contribute... Continue reading

Federal Budget 2017 - Highlights from BDO Canada

Published by Peter Zloty on Mar 23, 2017

As part of our commitment to providing a best-in-class experience for our clients, we have partnered with BDO Canada LLP, a like-minded organization focused on tailoring solutions to clients and their... Continue reading

Life Insurance for Different Life Stages

Published by Peter Zloty on Mar 07, 2017

Life insurance* can play a valuable role in all stages of life. It may start off as a protection vehicle, but can grow to play an important role in retirement and estate planning. Protecting Your Family... Continue reading

TFSA Strategies

Published by Peter Zloty on Jan 19, 2017

The Tax-Free Savings Account (TFSA) has become a significant retirement savings vehicle. As of January 1, 2017, TFSA total  contribution room now stands at $52,000. That means if you were an eligible ... Continue reading


Published by Peter Zloty on Jan 18, 2017

For many, the discussion of a comfortable retirement may be a worrisome topic. After all, we are working and living longer. Many current retirees say that they have not prepared adequately or at all for... Continue reading

Happy 60th Birthday RRSP

Published by Peter Zloty on Jan 17, 2017

Think about more than just contributing to your RRSP before the deadline For 60 years, the Registered Retirement Savings Plan (RRSP) has become a valuable part of many investors’ wealth management plans.... Continue reading