CURRENT ISSUE – August 2016
T.E. Wealth acquires Doherty & Bryant
T.E. Wealth is pleased to announce that it has acquired Doherty & Bryant Financial Strategists Inc., a personal financial planning firm, based in Calgary, Alberta.
Created over seven years ago, Doherty & Bryant has maintained a client-focused passion for solving the complexities of wealth by coordinating all aspects of personal finance. Their comprehensive wealth management offering integrates tax, retirement planning, wills and estate planning, insurance planning as well as third party investment manager selection and monitoring.
Well, it’s that time of year again. You may recall me providing these tips in my blog of the same title last year, but a few things have changed since then. We now have two children going to university, which means things will be quieter around the house, and I will get my car back.
You’ve taught them how to tie their shoelaces, to be careful around strangers and awkwardly touched on the whole birds and bees thing when forced into a corner. But if you haven’t talked to your children about the importance of financial responsibility, you could be depriving them of crucial life skills that will impact their relationship with money forever. Here are six simple ways to set them on the right path for financial success.
As we near the end of summer, it’s back to school season for our youth – but why not for you too? Maybe there’s something you’ve always wanted to learn or do, but never had the time. Third Age refers to the stage in life where you’ve retired and your children are independent; in short, you finally have that extra time. Here are a few ways that you can enjoy later-life learning in your third age.
You’ll spend years accumulating that RESP nest egg for your darling little Einstein. Because as a parent, you want your child to have the same – if not better – opportunities that you had. But sorting out the different options and regulations around RESPs can be overwhelming. Here’s a quick lesson on some key things you should know about Registered Education Savings Plans (RESPs), Canada Education Savings Grants (CESGs), Educational Assistance Payments (EAPs) and Accumulated Income Payments (AIPs).
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