by KevinBell | Jan 8, 2022 | Case Study, Taxes
When Boris and Bonnie’s mortgage came up for renewal late this year, we discussed using some of their home equity to catch up on unused RRSP contribution room. The RRSP catch up strategy will help them diversify home equity into other investments, kick-start their...
by KevinBell | Jan 8, 2022 | Case Study, Mortgage
In the 6 months since I met Monica, I was able to arrange a mortgage for student rental purchase, reduce the interest costs on her mortgage renewal on her primary residence, save Monica thousands in mutual funds fees, and reduced her taxes – ultimately saving Monica...