Michelle Lo
Wealth Advisor, Branch Manager
Safeguarding your family’s financial future
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
Read more…Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation.
Read more…The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
Read more…Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
Read more…Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
Read more…Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
Read more…It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
Read more…Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
Read more…We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional.
Read more…We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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