Thank you

In the spirit of the holiday season, and with gratitude to all of our wonderful clients, associates, partners and friends, this year we will be making our annual donation to The Kids Kottage Foundation, Edmonton’s first and only crisis care nursery.

Preparing for the new 2017 tax legislation

Year end deadlines and policy changes on existing life insurance policies and annuities, and impact on grandfathered status. … The window is closing fast, and the price you may pay for not acting on this could be in the hundreds of thousands of dollars. Extra tax, real value taken out of the hands of your business, your retirement, your estate.