When relying on professional advice it is particularly important to keep yourself well informed because next to you, no one will care more about your money than we do.
Before you begin, it will help to determine what is needed. Start with the question, “Where and how much will be the financial loss?”
Quick Life Insurance Needs Estimator
Passive Investment Income Tax Calculator
INVESTMENT AND SAVINGS
Investment and Regular Deposit
Investment and Regular Withdrawal
MORTGAGE AND LENDING
Mortgage Refinance Interest Savings
Tax Free Home Equity Withdrawal Estimator
Registered versus Non-Registered Comparison
Final Arrangements Pre-Planning
These tools will help you decide how to benefit a charitable organization instead of “donating” your savings to the CRA.
Charitable Giving Tax Calculators
Do you need something to help keep you organized?
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