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Blog - Financial Planning

How the RESP Helps with the Costs of Education

 – It’s that time of year again – the kids are going back to school. If your kids are old enough, a return to class could be an emotional experience, but also a significant financial burden. The costs of post-secondary education are high and rising at a rate that consistently out-paces inflation. 

Why did my OAS payment change?

Blog - Wealth Management

Why did my OAS payment change?

 – When planning to exit the workforce, top of mind for most is understanding their new income sources.  One source is Old Age Security (OAS), a monthly payment you can start to receive the month after you turn 65.

Blog - Assurance & Accounting

Compiling Information on your Financial Statements has Changed – Are you Ready?

 – Accountants across Canada are preparing their clients for a new standard for compilation engagements. Along with the new standard comes […]

Blog - GST/HST/QST

Ontario Regional Opportunities Investment Tax Credit

 – Between 2009 and 2019, there were 34 regions in Ontario that lagged in employment growth. These regions experienced growth less […]

Blog - Financial Planning

Estate Planning Corner: Registered Investment Accounts

 – Welch LLP and Welch Family Wealth Advisory Group are pleased to present Estate Planning Corner, where we discuss issues affecting […]

Blog - Tax

Real Estate Development: Structure Comparison

 – This summary compares the attributes of structuring a real estate development project through a Corporation or a Limited Partnership.  Particularly […]

News - Business Advice

Coping with COVID-19: Tips on Maintaining Cash Flow

 – Welch LLP Partner Micheal Burch FCPA, FCA, CFP participated in a panel discussion with the Ottawa Business Journal on how […]

News - Business Advice

Purpose Financial announces the launch of Harness Investment Management and partnership with Welch LLP to streamline wealth management for its clients

 – Toronto, Ontario, November 5, 2019 – Purpose Financial is pleased to announce the launch of Harness Investment Management Inc. (Harness) […]

Past Webinar - Past Webinars

Financial Planning for Intergenerational Wealth

 – You have an idea to see the Calgary Stampede this year and book 2 weeks’ vacation to drive there and […]

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