Resources & Articles
Financial Planning & Wealth Management
RRSP vs Debt Repayment – A Case Study
Angela is a 45-year-old advertising executive, with a mortgage, car loan, and comfortable lifestyle. Angela’s company has agreed to start paying her an annual bonus...
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Meet the Wealth Management Team
Meet our team of Wealth Management professionals. They offer a fully integrated approach that combines their accounting, financial planning, and investment management advisory (offered through Independent...
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The Tax Free Savings Account
In 2009, the federal government introduced the Tax Free Savings Account (TFSA) to give Canadians another means to save for their financial goals. The TFSA...
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We Offer an Integrated Approach to Wealth Management
An accountant is often considered to be the most trusted advisor. As such, we found that clients of DJB Chartered Professional Accountants would increasingly seek...
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Essential Tax Numbers
Below is a quick reference of important tax numbers for 2020. What You Need to Know: RRSP Contribution Limit 2019: $26,500 2020: $27,230 TFSA Limit...
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Understanding the Registered Retirement Income Fund (RRIF)
Your RRSP is designed to receive contributions during your working years to help save for your retirement. At some point however, you will want, or...
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Sailing into Your Future with a Financial Plan
I often explain financial planning as being similar to that of planning a yacht journey. Whether you are planning a sailboat trip to your favourite...
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The Best Time to Invest
Is now a good time to invest in the market or should I be selling? Whether the stock markets are up or down, people always...
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Inheritance Planning
John and Mary have worked hard throughout their lives to build a successful business. Each of their three children have worked in the business in...
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Estate Matters: Why a Clearance Certificate is a Good Idea
What is a Clearance Certificate? Not everyone will be named as an Estate Trustee (Executor/Executrix) but for those whom this honour is bestowed, knowing about...
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