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Life Insurance: An Untapped Treasure in High-Net-Worth Financial Planning

Life Insurance: An Untapped Treasure in High-Net-Worth Financial Planning

by Haslam Financial | May 23, 2023 | 2023, Blog, individuals, insurance, News

As explained by Michael Godsoe, CEO of Langhaus Financial, life insurance is not just a “death benefit.” It’s an important tool that can help save money and transfer wealth, particularly for individuals with high net worth. Throughout his 30-year...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by Haslam Financial | Mar 29, 2023 | 2023, Blog, business owners, dental benefits, Family, financial planning, individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
Ontario 2023 Budget Highlights

Ontario 2023 Budget Highlights

by Haslam Financial | Mar 24, 2023 | Blog, business owners, individuals, Ontario Only, tax

Ontario 2023 Budget HighlightsOn March 23, 2023, Ontario’s Minister of Finance delivered the province’s 2023 budget. Here are some of the highlights. No Changes To Corporate or Personal Tax RatesBudget 2023 did not change Ontario’s corporate or personal tax...
2022 Personal Year-End Tax Tips

2022 Personal Year-End Tax Tips

by Haslam Financial | Dec 6, 2022 | 2022 Only, Blog, individuals

The end of 2022 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered four different major types of 2022 personal tax tips:Investment...
How dollar-cost averaging can mitigate bear market risk

How dollar-cost averaging can mitigate bear market risk

by Haslam Financial | Jun 14, 2022 | 2022, Blog, financial planning, individuals, investment, News, tax

One good way to handle portfolios in this increasingly bearish market is to turn to dollar-cost averaging, according to one portfolio manager. “I’m advising clients that dollar-cost averaging over the upcoming time period is one strategy to mitigate risk,” Graham...
FCAC finds big banks make ‘inappropriate’ product recommendations

FCAC finds big banks make ‘inappropriate’ product recommendations

by Haslam Financial | May 27, 2022 | 2021, 2022, Blog, financial planning, individuals, investment, News, tax

The Financial Consumer Agency of Canada (FCAC) released Thursday the results of a mystery shop that was carried out in late 2019.  That exercise – which followed a 2018 review – aimed to examine consumers’ experience with front-line employees at the big six banks....
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