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Exciting Updates, Intriguing Articles, and Engaging Panel Discussions.

Peter Richards Advisory Group Merges with Breadth Consulting

Our industry continues to foster collaborative models and more efficient organizations. Planning and evolving are fundamental to long-term success....
By Peter Richards | 2022/11/17 | News

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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 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 Peter Richards | 2021/05/07 | News
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