by Munish Mehan | Jun 14, 2025 | Uncategorized
7 Costly Tax & Estate Planning Mistakes Incorporated Professionals Make – And How to Avoid Them A straightforward guide for doctors, dentists, and consultants who want to protect their family, reduce taxes, and build lasting wealth. A Quick Note from Munish Mehan...
by Munish Mehan | Sep 2, 2024 | Uncategorized
Retirement planning shouldn’t be a guessing game, right? By turning your RRSP into RRIF and using annuities you can create a stable and tax-efficient income. This could save you thousands in taxes through income splitting. If you are 65 or older, you can split...
by Munish Mehan | Aug 20, 2024 | Uncategorized
Should you pay off your mortgage or invest in a TFSA or RRSP? Your choice can shape your financial future. While emotions play a role, let’s dive into the numbers to see the impact! To make an apples-to-apples comparison, you invest $15,385...
by Munish Mehan | Feb 21, 2024 | Uncategorized
Basics of a Universal Life Insurance Policy Understanding Universal Life Insurance Universal Life (UL) insurance, introduced in the 80s, was crafted as a tax-free investment tool for affluent individuals. Over two decades, it gained popularity for growing wealth and...
by Munish Mehan | Feb 4, 2024 | Uncategorized
In life, it’s crucial to consider the bigger picture rather than a narrow view to make well-informed decisions. This principle extends to planning your financial future, emphasizing the importance of aligning all your financial aspects for comprehensive...
by Munish Mehan | Jun 1, 2023 | Uncategorized
Estate planning is not just about passing on your assets. It’s also about safeguarding them from potential creditors. Unforeseen liabilities can pose a threat to your financial stability and the well-being of your loved ones. To address these concerns,...
