Life Stages – L.S. Smith and Associates

Working with you at every stage of your life.

Latest News

Renewing Your Group Benefits Plan

November 6, 2024

Is it time to renew your group benefits plan? Discover how to maximize this opportunity by refining health, dental, and specialty coverages, staying on budget, and keeping your team’s priorities at the forefront.

Understanding Taxes Payable at Death in Canada

October 3, 2024

Discover how taxes impact your estate in Canada and explore strategies to minimize the burden. Learn how to manage earned income, deemed disposition, and withdrawals at death to preserve your legacy.

Understanding the Registered Education Savings Plan (RESP)

September 4, 2024

Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!

Getting Ready for Money Emergencies

August 6, 2024

Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.

Learn how we can help you achieve your financial goals

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Working with you at every stage of your life.

Estate Planning

Retirees

Preparing for Retirement

Maturing Families

Growing Families

Starting your career

Latest News

Renewing Your Group Benefits Plan

Understanding Taxes Payable at Death in Canada

Understanding the Registered Education Savings Plan (RESP)

Getting Ready for Money Emergencies

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