Category Archives: Personal

Before The End of The Year…

While the end of the year might still be months away, you should be thinking about strategies that could generate tax advantages or might simply be prudent.\

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Health Care Availability and Accessibility For Travellers

As global travel expands to the far reaches of the world, be aware that medical care outside of Canada is increasingly uncertain.

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Canada Pension Plan Complexities

Most Canadians over the age of 18 are impacted in some way by the Canada Pension Plan (CPP), either as a contributor or benefit recipient.

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Elder Financial Abuse

We hear and read stories about elderly people being physically abused, but seldom do we hear or read about financial abuse that occurs just as frequently.

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Changing Tax Rules For Life Insurance

By R.A. (BOB) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg On January 1, 2017, Canada Revenue Agency will apply new income tax rules that relate to permanent, participating, whole life, and universal life insurance policies issued on or after that date. Generally, those issued before the beginning of next year will not be affected, [...]

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Mutual Fund Updates

New Tax Rules for Mutual Fund Corporations

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What Your Nakamun Advisor Does For You

For more than four decades, your Nakamun Advisors have been helping you to create, implement, and manage your financial plan.

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Take Advantage of Free Government Money

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver The Federal Government offers a variety of generous grants and funding programs. Once you’ve qualified, applied, and set up the required accounts, funds are automatically deposited. In effect, free money from the Feds. If you qualify, why would you not apply to collect? Following are [...]

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TFSA “Successor Holder” Designation

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Rather than naming your spouse as “Beneficiary” of your TFSA, consider “Successor Holder” as the more appropriate designation. Both are options that are offered for a surviving spouse.

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Budget 2015 Reminders: Save More in Registered Plans

By Garry Keiller, The Nakamun Group, Edmonton Registered Retirement Income Funds (RRIFs) The 2015 Federal Budget reduced the required minimum income withdrawals from Registered Retirement Income Funds (RRIFs), effective this year. Decreased minimum withdrawals preserve more of the RRIF’s capital to support income in future years. Therefore, if you don’t need the higher income of [...]

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