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Exciting Updates, Intriguing Articles, and Engaging Panel Discussions.

Long-Term Market Projections Offer a Light at the End of the Tunnel

Clients and friends, No storm lasts forever. And, while the knee-jerk reaction to abandon your long-term portfolio strategy is natural,...
By Regan Jewitt | 2022/06/02 | News

As the Market Falls, Consider these Creative Tax Tips

Clients and friends, The recent market drops are an understandable point of concern, but we urge you to consider...
By Regan Jewitt | 2022/05/20 | News

Lock In The Prescribed Loan Rate By July 1st

Clients and friends, Considering making a loan to a family member for investment purposes? Be sure to do so...
By Regan Jewitt | 2022/05/03 | News

A Special Report on the 2022 Federal Budget

Clients and friends, As you know, we make a point of keeping you up-to-date on all things family business,...
By Regan Jewitt | 2022/04/14 | News

Why We Recommend Drawing Down from Multiple Assets

Clients and friends, Retirement income planning is not once-size-fits-all; it can depend on lifestyle, the source of your assets, what you’re invested...
By Regan Jewitt | 2022/03/22 | News

Be Aware of the Proposed Luxury Vehicle Tax

Clients and friends, As shared in a previous touchpoint, the proposed 2022 Federal Budget includes discussion of a luxury vehicle...
By Regan Jewitt | 2022/03/16 | News

Ukraine’s Invasion: Impacting The Capital Market State

Clients and friends, We find ourselves facing strange, surreal times. The bottom line is that international conflicts like the...
By Regan Jewitt | 2022/03/08 | News

More On The Proposed 2022 Federal Budget

Clients and friends, Regarding the 2022 Federal Budget, experts advise not to expect significant changes anytime soon. Citing little bandwidth...
By Regan Jewitt | 2022/02/28 | News

Possible Amendments To Family Business Transition (Bill C-208)

Clients and friends, As we near 2 years of these uniquely challenging times, it becomes all the more clear...
By Regan Jewitt | 2022/02/11 | News

Tax Tips as We Near the Year’s End

Clients and friends, There’s still time for tax-efficient planning before we reach the year’s end. Here are some helpful...
By Regan Jewitt | 2021/12/17 | News

Let’s Debunk Three Myths About Life Insurance

Clients and friends, Considering corporate insured asset planning in your holding company? Here are three key misconceptions we’d like to clear...
By Regan Jewitt | 2021/11/05 | News

Expect Tax Changes Following the Election

Clients and friends, In light of the recent re-election of the Liberal minority government, three major potential tax changes have...
By Regan Jewitt | 2021/10/21 | News

Multigenerational Legacy Planning

Clients and friends, This week, we’d like to highlight an interesting approach to legacy planning: the “Cascading Life Insurance...
By Regan Jewitt | 2021/09/22 | News

How Small Business Owners Can Save For Retirement

Clients and friends, As summer comes to an end and an election is on the horizon, there’s a strong...
By Regan Jewitt | 2021/09/02 | News

Cottage Planning Conversation, Part 1: Dealing with Tax on Your Cottage

Clients and friends, These hot summer months make the decision to pack up and head to the family cottage...
By Regan Jewitt | 2021/07/16 | News

Bill C-208: A Tax Win for Business Succession Planning

Clients and friends, As you know, we make a point of keeping you up-to-date on all things planning for your...
By Regan Jewitt | 2021/07/06 | News

8 Important Steps to Planning & Protecting Business Family Wealth

A clear picture of your vision, goals, and what matters most to you. A thorough analysis and understanding of...
By Regan Jewitt | 2021/06/09 | News

RRSP/RRIF: The Quiet Tax Machine

Government rules for your retirement income plan will have you pay unnecessary tax and we want to make sure that doesn’t...
By Regan Jewitt | 2021/05/25 | News

Tax Planning: The Donation of Private Corporation Shares

At Peter Richards Advisory Group, we work to provide you with up-to-date news on wealth and tax planning. This...
By Regan Jewitt | 2021/05/07 | News

Recovery Plan for Jobs, Growth, and Resilience: Your 2021 Federal Budget Analysis

Clients and friends, At Peter Richards Advisory Group, we know the importance of keeping up-to-date on the latest news...
By Regan Jewitt | 2021/04/21 | News
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