You know the old adage about the two certainties in life? Well that may be changing as baby boomers age, more flexible solutions for the Trillion dollar transfer of wealth are emerging such as “living inheritances” and “incentive trusts”
At Doyle Hunter Advisory Group, we make it our mission to ensure every family has an important discussion about an often difficult topic: Estate Planning. Wy work so hard and accomplish so much only to leave chaos, fees and yes even more taxes to pay (Learn More)
Financial issues including taxes are always top of mind for our clients during the first three months of each year. Completing your personal taxes assists you to focus on the after-tax savings and investing necessary to meet your financial goals. If you are fortunate enough to receive a tax refund what should you do with it? Read more
Unlike the U.S., Canada no longer has any form of estate or inheritance tax. Yet despite this, death can trigger a significant income tax bill that, if not properly planned for, can leave an unexpected liability when a loved one passes away. Read PDF
An RRSP allows you to set aside a portion of your income for retirement, deferring tax on both the funds initially contributed as well as on any earnings on the invested funds until the time of withdrawal (or death). Here are ten RRSP hacks that will help you reap the full benefits of your RRSP contributions. Read PDF
Your Financial Service Experience
What we do is very important. How we do it is the most important. We commit to our client community to:
When we speak with our clients, at first it begins with a specific discussion about a tax, investments or other financial issues. We move from that moment to the bigger picture, referred to as the ‘bucket list, wish list or shoebox of concerns.
Our clients enjoy success every day… as entrepreneurs, family nurturers, young families, business people, civil servants or new home owners and more. Together we build a financial roadmap on one page and from that point, we measure our success as we journey towards your financial certainty.
We start with what is personal to you
Your Financial Roadmap
Your financial journey begins by discovering the things that are most important to you, then developing a pathway to help accomplish these objectives.
Our community knows our level of commitment. We are committed to our community and their hopes, dreams, causes and concerns.
Each family’s financial roadmap is different and dynamic. We sit down and in very simple terms – listen.
We provide you with a financial vision statement on ONE page.
Most folks find financial services complex and impersonal … we start with what is personal to you. One page with your financial hopes and dreams.