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What changes when you inherit money?
While the impact will be mostly positive – more money that you can put towards goals, there is also a degree of pressure to avoid mistakes.
Perron Team
May 22, 20244 min read
Turning 71? It’s time to turn your RRSP into a RRIF
If you're turning 71, here's what you need to know about converting your RRSP to a RRIF
Perron Team
Feb 15, 20243 min read
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?
Perron Team
Nov 21, 20233 min read
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?
Perron Team
Oct 26, 20234 min read
Back to School – The A,B,C’s of Withdrawing From Your RESP
How do you go about accessing the funds from your RESP?
Stephanie Makrugin
Aug 15, 20232 min read
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...
Perron Team
Mar 27, 20234 min read
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...
Perron Team
Feb 28, 20232 min read
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...
Shawna Perron
Oct 31, 20223 min read
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...
Shawna Perron
Oct 12, 20223 min read
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