
Save taxes, make money: 4 summer projects
As summer rolls along and we find ourselves enjoying the outdoors, it’s the perfect opportunity to reflect on ways to improve our financial well-being. In

As summer rolls along and we find ourselves enjoying the outdoors, it’s the perfect opportunity to reflect on ways to improve our financial well-being. In
Today, I’ve got a Bow Tie Tale that’s as cautionary as they come. Picture this: a successful doctor diligently builds an impressive investment portfolio, dreaming

The concept of using “other people’s money” is a tool many real estate investors are familiar with. But how can OPM be used by real

Tax planning can often feel like a daunting puzzle, with every piece representing hard-earned money slipping through your fingers. Canadian real estate investors, medical professionals,

Embarking on the journey of estate planning as a Canadian real estate investor is akin to navigating a complex terrain, fraught with potential pitfalls that

This overview on estate planning for real estate investors in Canada provides insights about the process, who should be involved, and common mistakes I’ve seen

What advisors should be involved in your estate planning process? As a business owner, the list of advisors who need to have insight into your

When estate planning, business owners often get mired in dividing a business fairly and what it means for the next generation, particularly when multiple children

Once you have your family trust set up, how do you stay on the right side of Canada Revenue Agency? There are several tax filings

In Part 1 of this series on family trusts, I discussed what a family trust is and their potential benefits for real estate investors. Now,

Family trusts are a cost-effective tool to meet multiple tax, legal and business objectives for real estate investors, and are therefore becoming a more prevalent