High debt levels mean rate hikes will take a bite out of budgets Higher interest rates are looming increasingly large. When…
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Giving Power of Attorney
- PanFinancial
Categories: Financial Planning
A Power of Attorney is a legal document. It gives one person, or more than one person, the authority to…
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With bond yields low and rising, what is the price of safety?
- PanFinancial
The conventional ratio for balancing equity risk with bonds assumed a 60/40 or 70/30 allocation. But with Government of Canada…
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Complex estates
- PanFinancial
If you have a complicated estate, there are other ways to reduce the costs of passing on money and property.…
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When you can not act for yourself
- PanFinancial
In extreme medical or psychological conditions, or if you're travelling or out of touch, you may not be able to…
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Millennial Money: 3 ways COVID-19 reshuffled our finances
- PanFinancial
The U.S. economy ground to a halt in March 2020 as state after state issued lockdown orders and shut down…
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How PanFinancial Insurance Solutions Helps Clients Ill-Served By Accountants And Lawyers
- PanFinancial
We are in the financial services industry but pride ourselves in providing a holistic approach to High Net Worth or…
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If you don't plan
- PanFinancial
Many estate planning issues are complex, and they must follow the laws of the province or territory in which you live, or…
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Pattie Lovett-Reid: Dont even think about trying to outs
- PanFinancial
As the April 30 tax filing deadline rapidly approaches, it isn't wise to think you can outsmart the Canada Revenue Agency. They…
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Estate planning
- PanFinancial
Categories: Estate Planning
For some, thinking about the end of life seems unpleasant, and planning for it is unwelcome. But if you plan…
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Pattie Lovett-Reid: You can live at home for retirement, but you have to plan today
- PanFinancial
Categories: Financial Planning
IG Wealth Management released the results of a study showing Canadians are now rethinking their approach to retirement planning. The study, which…
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Canadian Real Estate Sales Start The Year Off 35% Higher
- PanFinancial
Categories: Financial Strategist
Canadian real estate sales printed yet another record during the pandemic. Canadian Real Estate Association (CREA) data shows home sales in January…
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The Pandemic Was Bullish For Canadian Real Estate, Confirms National Stats Agency
- PanFinancial
Categories: Financial Planning , Tax Planning
Canada’s national statistics agency reported real estate prices made the biggest gain in years — during a pandemic. Statistics Canada (Stat Can)…
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Benefits of estate planning
- PanFinancial
Categories: Estate Planning
If you've been successful in managing your money throughout your life, you'll likely want to decide what happens to it…
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Canada's Economy Has Never Been More Dependent On Real Estate
- PanFinancial
Categories: Estate Planning , Financial Planning
Canada’s economy just became even more dependent on real estate. Statistics Canada (Stat Can) data shows residential investment soared to a record…
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CRA: An Important Warning for CRB and CERB Recipients!
- PanFinancial
Categories: Financial Planning , Financial Strategist , Tax Minimization , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management
The Canada Emergency Response Benefit (CERB) and the Canada Recovery Benefit (CRB) have helped many Canadians get through what’s been…
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Learn the Difference Between a Will and a Trust
- PanFinancial
Categories: Estate Planning , Financial Planning , Tax Planning , Tax Reduction Strategies , Unique Investments , Wealth Creation , Wealth Management
The terms "will" and "trust" are often confused but they're really very different. It's also important to make a distinction…
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Help clients better navigate the governments new recovery benefits
- PanFinancial
Categories: Estate Planning , Financial Planning , Financial Strategist , Insurance Planning , Tax Planning , Unique Investments , Wealth Creation , Wealth Management
Following the Throne Speech and passage of Bill C-4, CPA Canada remains engaged with government to provide clarity on assistance…
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Creating your will: a guide for couples
- PanFinancial
Categories: Financial Planning , Insurance Planning , Unique Investments , Wealth Creation
From deciding whether your prickly sister-in-law should be the executor, to how much money you should leave to your spendthrift…
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Pattie Lovett-Reid: 3 tips to consider when you are feeling financially stuck
- PanFinancial
Categories: Financial Planning , Financial Strategist , Wealth Management
The pandemic is taking its toll on Canadian households, according to Manulife Bank's Debt Survey. The results released Tuesday highlight mounting…
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