Using life insurance as a tax shelter for business owners
by Daren Givoque, Financial Advisor, O’Farrell Financial Services
In January, 2018, the Canadian government put new tax on split income (TOSI) rules into effect, causing...
Benefits now & in the future – Need to know about RRSP’s
by Cole Seabrook, Financial Advisor, O’Farrell Financial Services Inc.
Over the past few years, there have been mixed feelings regarding Registered Retirement Savings Plans (RRSPs)...
Are TFSA’s worth it?
by Cole Seabrook, Financial Advisor, O’Farrell Wealth & Estate Planning;
Assante Capital Management Ltd.
This is a question that Advisors are frequently asked. Let’s review...
Wealthy Women
by Sarah Chisholm,
Financial Advisor & Partner, O’Farrell Financial Services
Everyone knows a wealthy woman. She is inspirational, in control of her finances, has a...
Do you know what type of pension you have?
by Daren Givoque, Financial Advisor,
O’Farrell Financial Services
When it comes to employer-sponsored pensions, there are two types of plans: Defined-Contribution Pension Plans and Defined-Benefit...
The Cascading Wealth Transfer Concept
By Daren Givoque
Financial Advisor, O’Farrell Financial Services
As you age, and your children grow up and have families, you may be hoping to leave them...
Insuring Your Paycheque
By Cole Seabrook, Financial Advisor,
O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
When speaking with individuals regarding their financial plans, many like to focus...
A personal travel manager, now more than ever
Gravitate Travel's Scott Waldron explains why more and more travellers are seeking the help of professionals to plan their next vacation.
How many times have...
Financial Cup of Tea: Financial Jargon
by Sarah Chisholm,
Financial Advisor, O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
In the investing world, acronyms abound: RRSP, crypto, RESP, ETF,...
How to address cryptocurrency in your estate planning
by Daren Givoque, Financial Advisor, O'Farrell Financial Services
As a Financial Advisor I help clients with estate planning, which includes identifying their assets and determining...