Don’t forget to make your 2017 TFSA contribution! Here is a quick reference to help you catch up! Years TFSA Annual Limit Cumulative Total 2009-2012 $5,000 $20,000 2013 $5,500 $25,500 2014 $5,500 $31,000 2015 $10,000 $41,000 2016 $5,500 $46,500 2017 $5,500 $52,000
Don’t forget to make your 2016 TFSA contribution! Here is a quick reference to help you catch up!
On Wednesday November 25th, 2015 at 12:00 p.m., Lori Moggy came into our office for a Lunch and Learn to discuss the topic of Reversed Mortgages in Canada. Lori is a licensed Mortgage Agent at HQ Mortgages in Sudbury Ontario and has over 25 years of experience in the financial services sector, with a strong…
Wednesday October 18th, 2015 at 8:00 p.m. EST, Mr. David Yurich facilitated a national webinar for Alpha-1 Canada TV. Special Needs Disability and Financial Planning was the topic. Click Here to Watch the Webinar!
On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and opinions on the Ontario Retirement Pension Plan. Listen to David and Mr. Jason Turnbull of CBC Up North. Click on the following link to listen to the interview! Click Here: CBC Up North: ORPP Interview
Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich, Director, Private Client Group, and Senior Investment Advisor, Scotia Capital Inc., has earned the Trust and Estate Practitioner (TEP) designation. The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals….
Click to listen how you could save thousands with a strong tax strategy from Sound Financial Strategies. Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Without a successful financial strategy, you might risk tax liabilities for your estate or miss out on important…