by Wealthstream Partners Inc. | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Wealthstream Partners Inc. | Sep 4, 2025 | Blog, estate planning, retirees, Retirement
Supporting Your Aging Parents Without Sacrificing Your Own Stability It starts gradually. A missed bill here. A forgotten appointment there. Then one day you realize your parents may no longer be able to manage everything on their own. You want to help—but you also...
by Wealthstream Partners Inc. | Jul 4, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
by Wealthstream Partners Inc. | Sep 30, 2024 | Blog, Family, health benefits, life insurance, retirees, Retirement, RRSP
Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
by Wealthstream Partners Inc. | Jan 9, 2024 | 2024, Blog, business owners, financial advice, financial planning, individuals, personal finances, Professional Corporations, Professionals, retirees, tax
2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...
by Wealthstream Partners Inc. | Aug 16, 2023 | Blog, business owners, Family, retirees
Segregated Funds and Mutual Funds often have many of the same benefits such as: Both are managed by investment professionals. You can generally redeem your investments and get your current market value at any time. You can use them in your RRSP,...
