Perron Team
To Trust or not to Trust? That is a great question.
Are we thinking about the implications of the legal relationship between the Trustee/s and Beneficiaries that will take place down the road?
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Perron Team
- Oct 26
- 4 min
Looking beyond your Will
What is the purpose of your wealth? Why does it exist, what can it provide, who is a part of it, what will it stand for?
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Stephanie Makrugin
- Aug 15
- 2 min
Back to School – The A,B,C’s of Withdrawing From Your RESP
How do you go about accessing the funds from your RESP?
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Perron Team
- Mar 27
- 4 min
What to consider when drawing down your RRSP
If you have been a good saver and diligently contributed to your RRSP, you should be rewarded with a sizeable six or seven figure RRSP...
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Perron Team
- Feb 28
- 2 min
What we know about the Tax-Free First Home Savings Account
Canadians will soon get a boost when it comes to saving for their first home. Starting in April of 2023, the Tax-Free First Home Savings...
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Shawna Perron
- Oct 31, 2022
- 3 min
What About the Cottage?
Don’t let your summer dreams become an estate planning nightmare Remember that BIG fish you caught when you were five and came back to...
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Shawna Perron
- Oct 12, 2022
- 3 min
What is an IPS?
Think of it as your investment roadmap What are your investment objectives? What is your time horizon to meet them? How much risk are you...
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