Maximize Your Financial Well-being in a High-Rate Era: Insights and Actions ↓ Higher mortgage rates have created financial headwinds. With the arrival of spring we step into the mortgage renewal and home buying season.

Judd Wealth June 15th Why Your Tax Refund Is Holding You Back: A New Perspective ↓ With tax season upon us, it’s time to rethink the joy of tax refunds. Sure, getting a big check from the CRA feels great, but what if we told you there’s a smarter way to manage your money that can help you grow your wealth even more? Why Skipping the Tax Refund is a Win Most of us pay taxes directly from our paychecks. Sometimes, we pay more than we need, and that’s how we end up with a tax refund. But here’s…

Judd Wealth
June 15th
The Final Chapter: Choosing the Perfect Exit for Your Business Legacy
Today, we’re diving into something super important for anyone who owns a business. Think of your business like a big LEGO set. After having fun and building it, what do you do when it’s time to move on? Let’s talk about three ways to do just that!
Selling to Someone Not in Your Family
Imagine you’ve made a beautiful painting. Now, you want to sell it to someone who loves it as much as you do. Selling…

New Bare Trust Rules in Canada: What You Need to Know Now
The world of managing wealth is always changing, especially when it comes to the taxes and rules we need to follow. Lately, there’s been a big update that affects some Canadians – new rules around something called “bare trusts.” These rules are important for anyone who has big assets and wants to keep everything in order with the tax folks. Let’s break down what this means, why it matters, and how you can stay on top of…

PRESENTS –
You’re invited to join us virtually for a no cost night of fun and laughter that’s sure to knock your socks off.
You won’t want to miss this uniquely funny online experience, headlined by celebrity comedian, Caroline Rhea.​
Thursday, February 15, 2024
8 p.m. ET | 7 p.m. CT 5 p.m. PT | 6 p.m. MT |9 p.m. AT | 9:30 p.m. NL
Register now​
Casey Corbin is an award-winning comedian who’s appeared on Canadian radio and television networks such as CTV, CBC, Much, Comedy and SiriusXM. He’s…

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2024 TFSA Contribution Limit
and Its Impact on Financial Planning
The Tax-Free Savings Account (TFSA) is a cornerstone piece of any financial plan in Canada, offering a flexible and tax-efficient way to save and invest. As we enter 2024, the TFSA has undergone a significant update that high-net-worth families and individuals must be aware of – the contribution limit has been increased to $7,000. Although seemingly straightforward, this change opens new avenues in financial…

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As you begin to get ready to prepare your 2023 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle.
You can also download our tax planning checklist below. We have created one for Individuals and one for Business owners.
Tax Planning Guide Individual
Tax Planning Guide : Buisiness Owner
They are a great additional resource to help make the tax season as stress-free as…

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The Holiday season has come and gone. Hopefully, you were able to spend it with friends and family. January is the season of New Year’s resolutions and goal setting. A goal that many have is to reduce financial stress and arguments at home.
A Guide to Peaceful Money Talks
Talking about money with your partner can sometimes feel like walking through a minefield. Yet, it’s a journey every couple needs to take for a secure and harmonious future.
This email aims to guide you…