Investments & Income

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If Anything Should Happen to Me…

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We Really Do Have Death Taxes!

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We Hand-Wrote Our Own Wills

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A Smart Way to Pay Less Tax Using Life Insurance

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How to Achieve Financial Success

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Learn All About The Home Accessibility Tax Credit

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Essential Tax Numbers For 2020

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How to Get Income Out of Your RRSPs

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Why Should We Insure Our Kids?

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Decoding Financial Jargon

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What The Heck is a Seg Fund?

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25+ Estate Documents You Need to Put in One Place

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Unclaimed Life Insurance

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Disability Insurance Explained

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Critical Illness Insurance Explained

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Life Insurances, The Break Down – Whole Life, Term, Universal Life, Disability, Critical Illness, Long Term Care, & Child Insurances

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Long Term Care Insurance

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The Different Kinds of Life Insurance Policies

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Mortgage Bank Insurance Vs. Term Life Insurance

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Insuring The Kids

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What Are The Most Common Social Benefit Questions People Ask As They Go Into Retirement?

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Let’s Talk About TFSA’s

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We think Segregated Funds are Awesome! Here’s Why.

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Disability Tax Credit

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Creating Your Own Pension Plan

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Pension Splitting

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New 2022 TFSA limit announcement released!

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Insurance GICs vs Bank GICs – Save on Taxes & Have Security with Your GICs?

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Probate, what is it? It’s the Estate Administration Tax now!

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Canada Emergency Response Benefit (CERB) & Canada Recovery Benefit (CRB) could result in taxes owing

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What’s the Difference between GIC Maturity and Segregated Fund Maturity?

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The Difference Between CIDC (Bank) & Assuris (Insurance) coverages

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Self-Employment Tax Return

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Ontario Seniors’ Home Safety Tax Credit

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Alzheimers & Dementia – Preparing your Estate, Before it’s too Late!

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What is a TFSA?

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Check Your Beneficiaries!

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Let’s Talk About RRSPs

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Let’s talk about the RRIF – an RRSP Maturity Option

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It’s Time to Prepare for the 2022 Tax Year

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Ontario’s Seniors Home Safety Tax Credit 2022

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How to Take Advantage of the HBP or the Newly Launched FHSA!

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Estate Taxes in Ontario: Understanding How Segregated Funds Can Help You Protect and Save Your Money for Your Loved Ones!

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Income Tax Stories from our Clients – Jeff and Mary get a $13,674.00 Income Tax Refund with over $10,000.00 more to come!

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Tax Client Success Story! The Government Wanted $15k, Instead Our Clients Got Back $89k

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The Value of Having a Retirement Plan

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How Can Being Tax-Efficient Help You in Your Retirement Years?

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Families are like fudge – Mostly sweet with a few nuts! – Choosing an Estate Trustee

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Addressing Women’s Unique Estate Planning Needs: Ensuring Financial Security and Legacy

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Unlocking the Benefits of the Disability Tax Credit – DTC Eligibility Expansion

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Home Accessibility Tax Credit (HATC) – A Federal Opportunity for Accessibility

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Understanding Death Benefits: A Comprehensive Guide

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The True Value of Your Ability to Earn

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The Modern Value of Your Investments

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Benefits of GICs

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Banking on Security: Comparing GIC Offers from Insurance Companies and Banks

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Essential Year-End Tax Tips for 2023 from Bowie Financial

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Understanding the New Landscape: Bare Trusts in 2024

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Staying Ahead: Navigating New Penalties on Overdue Taxes in 2024

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Working From Home Expenses: New Updates From The CRA for 2023

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