Financial Planning Insights

Expert guidance on divorce, inheritance, business sales, and career transitions. Stay informed with the latest tax changes and financial strategies for 2025.

15 Articles
Weekly Updates

Recent Articles

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Severance Planning

Negotiating Severance in Financial Services

Expert insights on severance planning to help you navigate your financial transition.

9/10/2025
9 min
Retirement Planning

RRSP Contribution Room: Maximize Your 2025 Tax Savings

Expert insights on retirement planning to help you navigate your financial transition.

9/9/2025
8 min
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Inheritance Planning

Estate Planning for Blended Families

Expert insights on inheritance planning to help you navigate your financial transition.

9/8/2025
8 min
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Business Sale

Business Valuation Methods: Preparing for Q4 Sale

Expert insights on business sale to help you navigate your financial transition.

9/5/2025
12 min
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Divorce Planning

Toronto Real Estate Division in Divorce: September Market Update

Expert insights on divorce planning to help you navigate your financial transition.

9/3/2025
10 min
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Severance Planning

Fall Financial Reset After Job Loss

Expert insights on severance planning to help you navigate your financial transition.

9/1/2025
9 min
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Inheritance Planning

Cottage Inheritance: Labor Day Planning Guide

Expert insights on inheritance planning to help you navigate your financial transition.

8/29/2025
8 min
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Severance Planning

September Severance Trends: Tech Industry Update

Expert insights on severance planning to help you navigate your financial transition.

8/27/2025
9 min
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Divorce Planning

Back-to-School Budgeting for Newly Divorced Parents

Expert insights on divorce planning to help you navigate your financial transition.

8/25/2025
10 min
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Business Sale

Selling Your GTA Business Before Year-End: Tax Strategies

Expert insights on business sale to help you navigate your financial transition.

8/22/2025
12 min
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Divorce Planning

RRSP vs TFSA During Divorce: Which Assets Are Really Yours?

Expert insights on divorce planning to help you navigate your financial transition.

8/20/2025
10 min
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Divorce Planning

RRSP vs TFSA During Divorce: Which Assets Are Really Yours?

Expert insights on divorce planning to help you navigate your financial transition.

8/19/2025
10 min
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Inheritance Planning

2025 Ontario Inheritance Tax Changes: What You Need to Know

Major updates to capital gains inclusion rates and estate planning strategies that could save your family thousands in taxes.

8/19/2025
8 min
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Divorce Planning

Post-Pandemic Divorce Trends: Financial Planning in the New Normal

How remote work, housing market changes, and economic uncertainty are reshaping divorce settlements in the Greater Toronto Area.

8/15/2025
10 min
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Severance Planning

Tech Layoffs 2025: Maximizing Your Severance Package

Essential strategies for tech professionals navigating job loss, from severance negotiation to tax optimization and career transition planning.

8/12/2025
12 min

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