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Preserving estate assets for your heirs

Preserving estate assets for your heirs

by Endurance Wealth Partners Canada | Oct 2, 2023 | Financial Planning

The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another key element is planning for the tax liability on your estate’s assets. The tax liability could be significant....
Have you planned for digital assets

Have you planned for digital assets

by Endurance Wealth Partners Canada | Oct 2, 2023 | Financial Planning

If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate. Digital property can be broadly categorized as either personal or financial. Personal assets can include social...
How to pay little or no tax on RESP withdrawals

How to pay little or no tax on RESP withdrawals

by Endurance Wealth Partners Canada | Sep 26, 2023 | Financial Planning

Withdrawals from a Registered Education Savings Plan (RESP) are different than those from other registered plans. With an RESP, some withdrawals are taxable, while others are not. This means you need to do some tax planning when you withdraw funds. Your RESP has two...
Why you should watch out for phishing, smishing and vishing

Why you should watch out for phishing, smishing and vishing

by Endurance Wealth Partners Canada | Sep 19, 2023 | Financial Planning

You may think you’ll never fall victim to phishing attacks, but new technologies are making online and phone scams more dangerous. Also, other family members could be at risk. Phishing is the umbrella term for scams that fraudsters attempt through your computer or...
A New Era of Disruptive Tech

A New Era of Disruptive Tech

by Endurance Wealth Partners Canada | Aug 25, 2023 | Economic Insights, Portfolio Construction

Technology is disruptive. This statement is somewhat true, somewhat untrue. Disruptive tech of the past Since the introduction of the personal computer in the ‘80s, human beings have experienced growing exposure to technology which changes how we “normally” do things....
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