Why You Shouldn't Forget About Your RRSP?

Published by Cornwall Wealth Management Group on Feb 22, 2016

  The deadline to contribute to your Registered Retirement Savings Plan for the 2015 tax year is quickly approaching – it’s Monday February 29, 2016.    Investing in an RRSP is a valuable financial planning... Continue reading

Healthy eating and healthy living for 2016 - a Mindset and Habit

Published by Greg Glista on Jan 25, 2016

I don't pretend to be a health addict or even allege that I'm in any way a role model for extra healthy living but I am fortunate that my family is active and my wife and daughter keep healthy eating ... Continue reading

Attention Small and medium size business owners-Let’s look at some tax efficient ways to provide health and dental benefits!

Published by Greg Glista, Financial Advisor, President Glista & Associates Partner, Cornwall Wealth Management Group Inc. & Author of Tax Advantaged Strategies. on Jan 04, 2016

Use “Cost Plus” as a Tax Advantaged Strategy to pay your families health, dental and, certain education expenses. Cost Plus was introduced as a cost efficient and tax effective means of providing health... Continue reading

The Millennial Insurance Puzzle – Protecting Your Financial Security

Published by Mark Mulholland on Nov 27, 2015

  Millennials were born between 1980 and 2000. Today, the oldest is 35 and the youngest is 15. Millennials are a generation of young, educated, entrepreneurial adults who are statistically far less likely... Continue reading

What should you consider when you review your term life insurance policy?

Published by Mark Mulholland on Jul 07, 2015

  The purpose of buying life insurance is to ensure your loved ones are taken care of in the event of your death.  The main goals for purchasing life insurance are to replace your income, pay off major... Continue reading

Who doesn't love eliminating tax? It's all about the "T"

Published by Cornwall Wealth Management Group on Jun 05, 2015

If the ability to receive more after-tax income today and offset capital gains tax with a future donation appeals to you, this Tax Advantaged Strategy may be for you.    A "T" Class investment provides... Continue reading

Cash or Fixed Income (GIC's): The Ultimate Question....

Published by Tim Wilson, CFP, CIM on Apr 22, 2015

As an experienced Wealth Advisor and former Bond Trader, the aforementioned question is asked of me daily.  Clients are stressed to see high cash levels in their 'investment' accounts and a typical conversation... Continue reading

To TFSA or not to TFSA?

Published by Cornwall Wealth Management Group on Mar 30, 2015

This is a question that I get very frequently, especially around RRSP and Tax season. I am still amazed at how little knowledge there is about this program and the associated rules. Before getting into... Continue reading