by Twerdun Wealth Management | Oct 3, 2024 | Blog, Family, investment, Registered Education Savings Plan
Planning for your child’s education can be both exciting and overwhelming. The rising costs of post-secondary education make it important for parents and families to consider the financial tools available to help ensure children have the opportunity to pursue their...
by Twerdun Wealth Management | Jun 30, 2024 | Blog, Family, investment
How to get the most from your savingsSaving for the future is cornerstone of financial planning but it can be trickier to get to grips with than it seems. There are a wealthof different types of product on the market to choose from but the first step starts with...
by Twerdun Wealth Management | Apr 22, 2024 | 2024, Blog, business owners, Family, financial advice, financial planning, individuals, investment, retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
by Twerdun Wealth Management | Apr 18, 2024 | Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
by Twerdun Wealth Management | Feb 7, 2024 | 2024, Blog, business owners, estate planning, Family, financial advice, financial planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account
Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...