Life Insurance Liquidity Options LP (LILO) - A Unique Diversification Strategy with Tax Advantages

Taxation is always a key issue for investors as returns can be gradually reduced over time if there is not a proactive tax plan in place, specifically related to investments. In this context, a pruden...

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Q2 2017 Market Commentary - Politics and the Markets

Last quarter we asked “How long can the party last” and we may be now starting to see the partygoers slowly begin to leave. Talk from central banks about raising interest rates and the gradual end...

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Personal Pension Plans™ (PPP)

Many accountants are aware of the Individual Pension Plan (IPP).  The Personal Pension Plan (PPP) is the evolution of the Individual Pension Plan (IPP), offering enhanced benefits of an IPP. &nbs...

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Retirement Income Planning – CPP, OAS, and RRSP/RRIF Considerations

This week’s discussion is on a couple important Retirement Income Planning considerations – CPP, OAS and RRSP/RRIF Considerations.  Retirement Income Planning – CPP, OAS, and RRSP/RRIF Con...

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Wealth Stewards wins the 2017 Global Financial Planning Awards for Canada

This past Monday at the Canadian Institute of Financial Planners (CIFPs) Annual Conference in Ottawa, Wealth Stewards was recognized as the overall winner of the 2017 Global Financial Planning Award...

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