by Rona Birenbaum BAS CFP®, CHFS | Jul 16, 2013 | Estate Matters
Getting Married How can getting married be an estate planning mistake? Well, in most Canadian Provinces, marriage automatically revokes a will made prior to the marriage unless the will clearly states that it was created in contemplation of marriage (to the person...
by Rona Birenbaum BAS CFP®, CHFS | Jun 27, 2013 | Estate Matters
Those who have agreed to act as a Power of Attorney for property may be subject to additional reporting requirements in the future. If the proposed amendments to the Substitute Decisions Act under Bill 9 get passed, POAs for property will have additional...
by Rona Birenbaum BAS CFP®, CHFS | May 13, 2013 | All About Investing
You’ve heard of High Frequency Trading (HFT) but have you seen it? The 2010 flash crash has been blamed on HFT. For those of you who forget the details, the term “flash crash” was coined when the U.S. stock market lost 1000 points in a matter of minutes before...
by Rona Birenbaum BAS CFP®, CHFS | Apr 10, 2013 | For Business Owners
The AODA’s deadline for providers of goods and services with 20 or more employees to file a Customer Service Accessibility Compliance Report was December 31, 2012. AODA stands for the Accessibility for Ontarians with Disabilities Act. Many business owners are unaware...
by Rona Birenbaum BAS CFP®, CHFS | Mar 26, 2013 | All About Tax, For Business Owners
This summary is intended to highlight the aspects of the budget that will affect some or all of our business owner clients. It is not meant to be a comprehensive outline and analysis of the budget. Corporate income tax rates There were no changes porposed to any...
