The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.
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Acting as an executor can be rewarding work, however, if you don’t have a solid legal background, it can be a little confusing. You can hire experts to help you, however it is important that you understand the estate documents.…
It’s been a strong year for investors thus far, with the S&P 500 up by more than 10% year-to-date and many of the major indexes notching record high after record high. Yet rather than stoking greed, these gains seem to…
Your estate planning shouldn’t end with just an up-to-date will; it should also include powers of attorney (PoA) for both property and personal care. A Power of Attorney is a legal document that gives someone else the right to act…
The Canada Pension Plan (CPP) retirement pension is a monthly, taxable benefit that will replace a portion of your employment income when you retire. If you qualify, you will receive the CPP retirement pension for the rest of your life.…
If we have updated your Know Your Client (KYC) file lately you may have noticed, we are now asking you to provide us with a name for your Trusted Contact Person (TCP). This is a relatively new requirement and is…
My parents are older, my mom sometimes reminds me of this and then, proceeds to tell me that they will probably be gone by the time I am a little older than she is now. Every time they go away…
Despite rising grocery and gas prices, high inflation, and elevated housing costs, Canadians are prioritizing their financial health and are feeling more hopeful about their financial futures today than they did a year ago; according to the 2024 FP Canada…
Since the increase in the Capital Gains inclusion rate in the recent Federal Budget we have had a lot of questions about Capital Gains on various investments, and how the increase will affect Canadian taxpayers. What is a capital gain…
This weekend officially kicks off the start of cottage season. Many of us will be heading north to clean up and open the cabin for the 2024 season. Once you are finished cleaning out the cobwebs and putting the boat…
Mother’s Day is a special day dedicated to recognizing all the strong, independent, hardworking, and selfless women in our lives. Our mothers have helped shape us into the people we are today and taught us many valuable life lessons along…