I spoke with a few advisors at Strata Wealth & Risk Management Inc. to learn about common themes they encounter and the planning advice they
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In this article we look at how the CDA works and how it can be advantageous to you and your business.
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In this article we take a look at how ‘hot’ investments work and why they aren’t fundamentally sound for you to build a financial plan
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In this article we discuss what participating life insurance is and how to use it as an investment strategy.
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With such a significant piece of so many people’s net worth tied up in their homes, which is, in reality, a non-liquid asset, let me
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Say you hold a large investment without diversification and face tax consequences if you try to move towards a more diversified portfolio. What are your
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In this article we take a look at the T1213 a form you can complete to adjust the amount of taxes you have withheld and
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If the stock market is dropping in value rapidly and you get news of this midday, your urgency instinct kicks in and wants you to
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Let’s take a look at a few circumstances where the gains rule will affect people and how a sound financial plan can help you avoid
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It seems like business owners often equate any money that gets ‘paid to the government’ as a tax. This isn’t the case, though. Let’s take
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