RESOURCES

Be informed

Tax-Free Home Savings Account

2024 AB Financial Planning Rates and Amounts

Planning for retirement

Your aging journey

Planning for incapacity

Planning for your retirement

Loss of a spouse or loved one

Widowhood

Insurance planning

Critical Illness Insurance

Insurance and Wealth Planning

Portfolio planning and tax efficiency

The Benefits of Consolidating your Accounts

Income Splitting Strategies

Thinking about your Will

Will Planning

Trusts

Introduction to Trusts

Family Trusts

New Trust Reporting Rules

Back to the Fundamentals

TFSA Guide

RESP Guide

The Value of a Safe

Tips for Young Adults

Changing Jobs - Financial Considerations

Buying a Home

Selling a Home

Introducing Kids to the Family Wealth Picture

Corporate ownership and structure planning

Shareholder Remuneration

Business Owners

Business Succession

Immediate Financing

TFSA vs. Corporate Investing

Cottage ownership and succession

Cottage Succession

Cottage Succession - Insurance

Trusted Contact Person

Designating a Trusted Contact Person

Philanthropic Giving

Philanthropy

Lewis Dyck Wealth Managment
Media & Tools

Media

April 20, 2023 - The Globe and Mail

Eight overlooked and obscure tax credits you should know about, according to tax experts.

Tools

Financial planning & cash flow projections

My NextGen Plan

Wooden walkway over windy field

Tax & Estate Planning
Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Train arriving, symbolizing timely insights

Market research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos

June 23, 2025
The hedge debate
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June 16, 2025
Mind the cap
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Investor Strategy

July 2025
Halfway check-in: Comfortably numb?
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