by Brent Vandermeer | Aug 9, 2023 | CP Insights
When it comes to estate planning, it is critical to optimize your family’s wealth and ensure that family harmony is maintained during a difficult time relating to losing a loved one. When planning to achieve optimum wealth transfer to key beneficiaries, “Don’t assume...
by Brent Vandermeer | Aug 3, 2023 | CP Insights
We understand that discussing “risk” isn’t the most thrilling topic, ranking alongside death, taxes, and debt. However, turning a blind eye or hoping for the best is not a viable risk management strategy to optimize your wealth. The harsh reality is...
by Brent Vandermeer | Jul 27, 2023 | CP Insights
With the possible exception of accountants, the CRA and politicians, most people do not like to think about income taxes, much less talk about them — even fewer like to think about estate taxes, which is understandable. Woody Allen summed up how many people feel when...
by Brent Vandermeer | Jul 19, 2023 | CP Insights
In our comprehensive 8-step wealth process, we prioritize examining both current and future liabilities. Current liabilities encompass immediate financial obligations like mortgages, leases, personal loans, and other debts that require prompt attention....
by Brent Vandermeer | May 16, 2023 | CP Insights
There are some things we can be sure about, such as paying taxes and aging — both topics are not always enjoyable to talk about. With taxes being top of mind for everyone lately, we wanted to switch gears this week to discuss delivering service excellence to aging...
by Brent Vandermeer | Apr 10, 2023 | CP Insights
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets. Download Video Presentation Slides...
