Four of Life’s Most Critical Questions

Amelia ZhangBlog

The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important to ask. These four questions, if properly answered, will change your financial future and likely the health of your family relationships.

How To Eliminate CRA From Your Estate

Amelia ZhangBlog, Financial & Estate Planning

There is a BIG hole in most individuals’ tax planning – they try to reduce their annual taxes during their lives while rarely considering how much their estate will pay in taxes.

If this isn’t addressed, it can often lead to hundreds of thousands of dollars in taxes… sometimes millions of dollars in taxes. Sometimes the family cottage or other important assets must be sold to obtain the money to pay the taxes.

If you and your spouse had died yesterday, how much of your estate would Canada Revenue Agency (CRA) receive?

This is likely a big number and a significant percentage of your net worth. It’s critical you know this number and decide if you agree with CRA inserting themselves in your estate. I have yet to meet someone who knew this number before they were a client.

Five Creative Ways To Be Generous This Holiday Season

Lisa HandleyBlog, Christian World View, Family, Generosity, Relationships, Spiritual, Stewardship

As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning and social gathering. Families and friends travel far to see each other, longing to connect and slow down. 2022, without a doubt, has been a roller coaster.


Thank You!

Lisa HandleyBlog, Family, Generosity, Relationships, Spiritual, Stewardship, Wisdom for Life

Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.

Three Steps To Eliminate Stress from Your Portfolio

Lisa HandleyBlog, Business & Personal Growth, Financial & Estate Planning, Investment Management, Money management, Retirement Planning, Stewardship

“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.

Volatility is Optional for High Net Worth Investors

Lisa HandleyBlog, Financial & Estate Planning, Investment Management, Money management, Retirement Planning, Stewardship

Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.