Archives
- Playing With House Money #2 – Gifting, Loaning or Co-owning?
- Playing with House Money: How to Maximize Your Savings When Saving for that First Home
- Online Wills Seminar Wednesday November 30 at 2:10 pm PST
- Recording of My Wills Presentation
- Free Online Presentation – Wills, Thrills & Chills – The Good, The Bad and the Ugly – Saturday, October 1, 10:00 AM PDT
- Toronto Moneyshow Update
- World MoneyShow Presentation September 17 on Estate Planning
- Second Podcast Episode on Estate Planning Now Available
- Common Estate Planning Mistakes
- What to Do If Your Kids Are Not Too Cool for School Part Four: Building a Trusting Relationship
- What to Do If Your Kids Are Not Too Cool for School Part Three: All About In Trust For Accounts
- Putting the RRRRR! in RESPS – What To Do If Your Kids Aren’t Too Cool for School, Part 2
- What To Do If Your Kids Aren’t Too Cool For School: Educational Funding Strategies for Tax Stingy Families
- How Wasting Freezes Can Warm Your Children’s Hearts: Advanced Strategies for Lowering Your Final Tax Bill
- Putting The”More” into Mortgage – How to Best Choose, Arrange and Structure Real Estate Loans
- Definitions for a Surprisingly Long List of Key Mortgage Terms and Insight into How They Might Impact Your Mortgage Choices
- Warming Hearts Through Estate Freezes
- Should I Stay or Should I Go Now – Whether or Not to Refinance Your Mortgage and How To Ease The Pain
- Free Online Presentation November 6, 12:15 pm
- Even More Wills, Chills and Thrills – A Few More Things to Consider When Drafting a Will
- Covid Contemplations: What to Do If You Have Been Socially Distanced by your Finances
- A Stand Against Capital Punishment – Ways to Minimize Your Capital Gains Tax Bill Part 3 – More Advanced Strategies
- A Stand Against Capital Punishment – Ways to Minimize Your Capital Gains Tax Bill Part 2 – Advanced Strategies
- A Stand Against Capital Punishment – Ways to Minimize Your Capital Gains Tax Bill Part 1 – Basic Principles
- World Money Show – September 21, 2019
- The Devil is in the Taxable Details: Understanding Different Types of Investment Distributions So You Can Make your Money Go Further
- Keeping Good Company: Charitable Donations Through Your Company
- Selected Charitable Donation Ideas: Making Your Gifts Count for More
- Financial Planning for Millennials -Podcast
- Corporate Investment Income: Navigating the Rules of the Tax Game
- Your Company – A User’s Guide Part 2 How Investment Income is Taxed
- Leave to Grow or Withdraw Some Dough – Factors to Consider When Pondering Early RRSP Withdrawals – Part 3
- Knowing More about the Company You Keep: Learning How Small Businesses Are Taxed So You Can Plan and Invest Intelligently
- Investing Inside an Insurance Policy –Part 3: Universal Life Insurance as an Investment
- Leave to Grow or Withdraw Some Dough: Factors to Consider When Pondering Early RRSP Withdrawals – Part 2
- Withdrawing From Your RRSP’s
- Introduction to Investing Event
- Financial Literacy Seminar – Investing 101
- Investing Inside an Insurance Policy –Part 3 Universal Life Insurance as an Investment
- Free Webinar: Looking a Gift Horse in the Mouth – How to Make the Most out of Government Registered Savings Plans
- Owning and Investing Inside a Permanent Life Insurance Policy Part 2
- Buying and Investing Inside Universal Life and Permanent Life Insurance Policies – Tips for Potential and Current Policyholders
- Estate Planning Basics
- Proposed Changes to Small Business Taxation – Levelling the Playing Field?
- Proposed Tax Changes to Small Businesses
- MoneyShow Toronto – Saturday, September 9, 2017
- Free Financial Planning Seminar – First of a Regular(ish) Series. Wednesday May 3 at 7 pm, Hillcrest Community Centre
- Volatility Part 2 – Enjoying the Merry-Go-Round Rather than Enduring the Roller Coaster
- Why Volatility (and Roller Coasters) Are Best Suited for the Young in Years Rather than the Young at Heart
- Trust for Investment Income
- Using Options for Income
- A Voice from Beyond the Grave: Providing Guidance to the People Listed in Your Will and Related Documents
- RRSPs 102 — Part 2
- RRSPs 102 – Beyond the Basics
- Tax Planning Webinar Saturday!
- Capital Ideas – How to Get the Biggest Benefit From Those Unwise Investment Decisions that Produce Capital Losses
- Disaster on the Back of a Napkin
- Spousal Loans without the Spousal Groans
- Budget 2015
- Joint Adventures: The Dos and Don’ts of Owning Assets Jointly for Estate Planning Purposes
- 4 Tips for A Better Will
- Borrowing From Peter to Invest in Paul: Does Borrowing Against Your Home To Invest Make Sense?
- Insured Annuities
- Preparing for 2016 – Changes to the Taxation of Life Insurance, Prescribed Annuities and Testamentary Trusts
- How To Really Screw Up Your Business At Death (And What You Can Do To Avoid This)
- How To Really Screw Up Your Will (And What You Can Do If This Is Not Your Goal)
- Defined Benefit Pensions: Steps to Get the Most Out of Your Pension
- Wills, Thrills and Chills – Changes to Wills and Estates Law in British Columbia
- The OAS Pension Recovery Tax What To Do if the Clawback Ain’t For You (Part 2)
- The OAS Pension Recovery Tax: What To Do if the Claw back Ain’t For You
- Long Term Care and Retirement Health Assist (“Long Term Care Lite”): Keeping the “Me” in “Retirement”
- Universal Life Insurance: The Basics – Part 1
- Participating Life Insurance – The Third and Final Chapter
- More on Par Policies a.k.a. “Participating Whole Life Insurance”
- Doing the Perm / Term Squirm – Part 3 Participating Whole Life Policies
- Doing the Perm / Term Squirm Part 2: An Introduction to Permanent Life Insurance
- The Perm / Term Squirm: Deciding Between Permanent and Term Life Insurance Policies Part 1 – Term Life Insurance
- Maximizing Your Charitable Donations: Give Like Santa, Save Like Scrooge
- What To Do When You Do It Yourself
- Who Gets the Airmiles? Changes to Who Gets What When a Relationship Fails in B.C.
- Steps Business Owners, People in Risky Professions and the Average Joe Can Take to Keep Their Assets Safe
- Craving A Little Company: Things to Consider When Deciding Whether to Incorporate (Part 1)
- The Smith Manouevre – Cash Damming’s Aggressive Younger Brother
- Cash Damming – Robbing Peter To Pay Paul (And Writing It Off, Too!)
- You, Me and CPP
- Understanding Deductible Debt – How to Decide What Debt to Pay Down First and How to Create a Bigger Tax Deduction
- You, Me and the CPP – Part 3
- You, Me and the CPP – Part 2
- You, Me and the CPP – Part 1
- Tax Planning – When Procrastinating Can Actually be a Good Thing – Part Two
- Get MORe From Your CORe
- Tax Planning – When Procrastinating Can Actually be a Good Thing – Part One
- 7 Tips To Financial Planning Success
- Financial Planning & Legal Services
- Tax Planning – What to Do if You’re Not Keen on Reducing Expenses
- What To Do When You Say, “I Do” . . . Again
- Why Wills Matter – August 6, 2012
- Beneficiary Designations – A Little More Effort Now Can Make a World of Difference for your Heir
- Long Term Care Insurance – Lifetime Protection For When You Can’t Protect Yourself
- The Hidden Pitfalls of Bank Mortgage Insurance or “The Devil Really Is In the Details”
- Financial Planning For OneWednesday April 4, 2012, 7-8:30 pm @ the Curling lounge, Hillcrest Community Centre, Vancouver. Free!
- Law Corporations and Taxes
- Trust Wills and Tax Savings
- How To Leave Your Heirs a Tax Shelter And Other Benefits Rather Than Just An Inheritance
$500 plus GST
Colin S. Ritchie 