by Legacies Financial Group | Dec 1, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
by Legacies Financial Group | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Legacies Financial Group | Sep 30, 2025 | Blog, business owners, Family, farmers, financial advice, financial planning, insurance, investment, Professionals, retirees
When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
by Legacies Financial Group | Jul 31, 2025 | Blog, estate planning, Family, individuals, retirees
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short-, medium- and long-term financial goals. Why work with us? Worry less about money and gain control. Organize your finances....
by Legacies Financial Group | May 31, 2025 | Blog, business owners, financial advice, financial planning, insurance, investment, Professionals, retirees, tax
Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.What can your financial advisor help you with?...
by Legacies Financial Group | Dec 31, 2024 | Blog, business owners, corporate, retirees, RRSP, tax, Tax Free Savings Account
Retirement planning can be a complex process for us all, but if you are the owner of a small business it may can get even more complicated, due to the various factors and circumstances that you have to take into consideration. A common mistake made by small business...
