Five key questions to consider in wealth planning

Wealth planning
Insights

Back to the basics as we evaluate five key questions associated with successful wealth planning:

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  1. Reducing mortgage debt or saving for retirement – is one favourable?
  2. Which is the better savings option – an RRSP or a TFSA?
  3. What is the best way to handle inheritance?
  4. How can TFSA, RRSP, government and other sources of income and income splitting be strategized in retirement?
  5. What are the key considerations of estate planning and successfully leaving a legacy?

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