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The Corporate Extraction Strategy

Transferring a Life Insurance Policy to a Corporation The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV).  When handled properly, it will result…
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Six creative ways to teach your kids about money

Understanding financial issues is challenging enough for adults, so it’s no wonder many parents struggle when it comes to teaching them to kids. According to a Harris/Decima Youth Financial Literacy Study  for the Canadian Institute of…
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Changes to the Taxation of Estates

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these…
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Fall into Autumn Savings

By Carla Hindman, Director of Financial Education, Visa Canada Fall is officially here. With the new season comes new reasons to spend money, including increased utility bills, winter wardrobes and upcoming holiday purchases. Here are some…
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What's the Best Diet?

Here's a good video from Dr. Mike Evans about making lasting dietary changes if you're looking to improve your health this year.
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Millennials & Money: Talking about Financial Literacy

By Carla Hindman, Director of Financial Education, Visa Canada Millennials, also known as Generation Y, refers to people born between the years of 1980 and the early 2000s. Known as the "me, me, me" generation, millennials are the first group…