Deanne Gage

The National Financial Planning Awards, presented by the Financial Planning Association of Canada in partnership with the Institute of Advanced Financial Planners, recognizes dedication to helping clients

Youth accounts are fine for some, but other prefer in-trust accounts

Filing for incorporated businesses requires a lot more attention than a personal return

Some sole proprietors struggle to get their books organized in time

Tax planning is an important part of financial planning

Brandon Chapman, principal and certified financial planner with SaaS Wealth Insurance in Vancouver, appreciated having time to work alongside the seller

Chris Anderson of Harbourfront Wealth Management saw his purchase grind to a halt when the seller died

Traditionally, the plans were used to reduce a higher-earning spouse’s net income and build retirement savings for the lower-earning spouse

Sometimes, different approaches to money create balance in a relationship

John Burns objected when expenses for professional conferences he attended were reassessed and disallowed