It’s a familiar story, I begin working with a new client. Inevitably they have never discussed or considered the amount of taxes that will be paid by their estates. This, with all the information available to us in 2020. Since most Canadians have no idea what that tax number is likely to be, they likewise have made no…
More than 125 million US and Canadian citizens over the age of 18 do not have the most basic end of life document prepared. Add outdated Wills to that number. This leads to the next question. What percentage of Canadians have considered their after-tax estate and have taken steps to reduce the tax and leave more to their…
I’m curious, how much time did you devote to making the decision about what organization to give to? Was it part of a larger plan? Did you sit down in January and make some giving goals for the year? Did you consider the tax implications of your donation? Did you consider that there are 86,000 registered charities in Canada…
Invest your Money Mindfully… and create a better world. When we invest our money, we can cast a vote for our values. When we don’t invest mindfully, we may be unconsciously supporting companies that we wouldn’t endorse if we gave it a little more thought. Some people have never considered making investment choices based on the…
You are voting every day. Your daily actions cast a vote. Are you aware of what you are voting for? If you’re not mindful, you may be casting votes that conflict with your values. It can be daunting to examine our daily habits in terms of their influence. Let’s talk about our spending habits. Let’s consider what we…
You cast a vote almost every day and you likely are not even aware of it. Sometimes we do things without thinking. Sometimes we make unconscious decisions. When we’re not mindful in the way we use our money, we sometimes make choices that with further reflection are in conflict with our values. The definition of Mindful is…