Your Tax-Free Savings Account (TFSA): the advantages of designating a beneficiary

Fuller Landau team • February 18, 2021 Most Canadian investors by now are familiar with the Tax-Free Savings Account (TFSA). Since the TFSA was introduced in 2009, Canadians (age 18+) are able to contribute a limited amount of funds to their TFSA each year. Any investment income earned on those contributions is non-taxable. Additional contribution room is also granted to eligible Canadi ... Read more

Is it time to explore if a Family Office is right for you?

Sloan Levett • May 29, 2018 Managing your wealth can be a job in and of itself. After all, it is a precious and finite resource, and like any resource, wealth takes time and expertise to manage efficiently. When your personal wealth reaches a certain threshold, your wealth management needs may become significantly more complex. ... Read more

Wealth management and family values: The importance of communication in high-net-worth families

Sloan Levett • January 19, 2018 When it comes to effectively protecting, managing, and building your wealth, open lines of communication and a solid understanding amongst family members is key. A full-service Family Office can serve as a facilitator of meaningful discussions to ensure family values are fully aligned with your fiscal objectives. Open communication with your family ... Read more

Signs you need a Family Office

Sloan Levett • November 20, 2017 The Canadian economy has been thriving recently, and more specifically, the Greater Toronto Area and Hamilton regions have been experiencing a particularly prosperous period. The markets are strong, unemployment is low, and businesses are growing. While this is an excellent sign for business owners, investors, and high-income professionals, it also ... Read more

Why high-worth individuals need personal wealth management

Sloan Levett • August 25, 2017 Toronto is thriving, as is the economy in general. Today, there are a greater number of high net-worth individuals and families than ever before, and the specific circumstances of each individual are unique. Whether you’re from a legacy of wealth or have achieved affluence more recently, your financial needs are likely quite complex and diver ... Read more



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