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,...
by Munish Mehan | Jun 1, 2023 | Uncategorized
Estate distribution is a complex matter, as each individual’s financial situation is unique. The extent to which your wealth passes outside of your estate can be influenced by proactive probate fee planning. The primary instrument for specifying how your assets...
