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The Executor Checklist
So, you’ve been chosen to be the Executor of someone’s Will – maybe a loved one or maybe a friend. Cause for congratulations, perhaps? It is an honour to be asked, however, the responsibilities of an Executor are very important and can be very extensive. It is not like taking up a new sport or…
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Tax Highlights: 2022 Ontario Budget
On April 28, 2022, Ontario’s Minister of Finance, Peter Bethlenfalvy, presented the province’s budget. The budget does not change corporate or personal income tax rates, but does: An Ontario general election will be held on (or before) June 2, 2022. It is uncertain whether tax initiatives proposed in the Ontario budget will be enacted into…
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6 Tips to Help You Evaluate Your Estate Plan
An Estate Plan is not just for the wealthy and consists of so much more than just having a valid Will. A well thought out Estate Plan has many components and will require professional assistance with the ultimate goals of protecting your estate, retaining more wealth, and leaving a legacy for your family. More importantly,…
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Renting versus Buying a Home
Housing prices have been climbing quickly. This is especially true in major urban centres where most Canadians live. The rate of increase for the average sale price appears to be climbing faster than people are able to save. Some Canadians see the dream of homeownership vanishing, others wonder if the choice to own is appropriate…
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2022 Federal Budget Commentary
On April 7, 2022, the Deputy Prime Minister and Finance Minister, the Honourable Chrystia Freeland, presented Budget 2022: A Plan to Grow Our Economy and Make Life More Affordable , to the House of Commons. No changes were made to personal or corporate tax rates, nor to the inclusion rate on taxable capital gains. Some…
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Inflation Planning: What’s the risk and what can you do about it?
Inflation Planning: What’s the risk and what can you do about it? With inflation at a 30-year high of 4.8% as of December 2021*, it is likely that the Bank of Canada will raise interest rates sometime this year to help curb inflationary pressures. If borrowing costs increase, there is typically a reduction in consumer…
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When is the Best Time to Invest?
If you are looking to invest for your future with a five-, ten- or thirty-year time horizon, then now is as good a time as ever to invest. Waiting for a pullback in stocks with a long-term time window is not going to make an enormous difference. If the market could predict a crash in…
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12 Tips to a Brighter Future
Improving your financial life doesn’t have to be a major undertaking. Sometimes it’s easier to break it down into smaller tasks. The following is a list you could easily implement over the course of a year which will put you on the road to greater financial success. January Create a budget and include lump sum…
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Canada Emergency Subsidies
** All Emergency Subsidy Programs have ended, effective May 2022 ** The Federal government has aligned emergency subsidy programs to support businesses negatively impacted by the COVID-19 pandemic. The programs’ eligibility, subsidy rate structure and calculation of revenues mirror each other to be simpler for affected qualifying organizations. Canada has a short questionnaire to…
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Year End 2021 Newsletter
Accounting Human Resources Solutions Wealth Management Firm News Please Note Our Christmas Shutdown The offices of Ward & Uptigrove will be closed from 3:00 pm on Friday, December 24th and reopening in the New Year on Monday, January 3rd. 2021 Federal Fall Economic Statement On December 14, 2021, the 2021 federal fall economic statement was…
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Year End 2021 Agriculture Matters
Poultry and Egg On-Farm Investment Program (PEFIP) PEFIP is a 10 year program to support on-farm investments in: Producers who held quota on January 1, 2021 must register with the program prior to submitting a project application. The registration process is to validate your license information and confirm your maximum funding. Applicants may apply for…
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Types of Life Insurance
Which option is best for you? Term Life Insurance A term life insurance policy provides the policyholder with insurance for a pre-defined period, typically one, five, ten, 15, 20 or 30 years, or until a specific age like 60 or 65. If the term expires and you are still alive, there is no payout. However,…
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