News

DR. TOM DEANS WITH PETER RICHARDS

On March 27, 2017 Peter Richards hosted an event about inter-generational wealth planning with the renowned speaker Dr. Tom Deans at the London Hunt and Country Club. Tom sat down with Peter before the event. Please listen to what Tom had to say.

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FINANCE TAX PROPOSALS THREATEN FAMILY BUSINESS PLANNING

The tax community is reeling from Finance’s proposals in general, which the government says “improve the fairness of Canada’s tax system.”

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Intergenerational Wealth Planning

Dear Friends,

I recently attended a conference which featured two experts in the area of family planning and intergenerational wealth.  It was brought to my attention that in North America, 125 million people had not completed their wills.

Please see the attached article which paints a picture of the importance of planning for estate matters and family harmony.

All the best,

Peter Richards

http://www.theglobeandmail.com/globe-investor/personal-finance/taxes/get-your-estate-planning-in-order-for-the-sake-of-your-heirs/article24785032/

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The Secret To More Productivity!?

Take Time Off!

https://www.entrepreneur.com/article/237446

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Annuity Changes

Legislation is changing landscape of prescribed annuities. You guessed it, more tax to pay on planning after 2016...

http://goo.gl/6jv26B

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