Everything CWCC has written, organized the same way our services are. Pick a category below to read what's there.
Seven categories, matching CWCC's service areas. Choose one to see what we've written on that topic.
The strategy that anchors CWCC's approach: control of capital, explained from first principles.
RRSP, TFSA, FHSA, RESP, and the registered-account playbook done properly.
Term, permanent, and participating whole life. How each actually works.
Segregated funds, mutual funds, ETFs, and GICs: educational comparisons, not advice.
Wills, probate, estates, and what a family faces after a death.
Critical illness, disability, and long-term care. Coverage that pays while you're still here.
Employee benefit plans, from both the employer's side and the plan member's.
Jose Salloum’s Canadian book on the strategy known as The Infinite Banking Concept®. Four parts, twelve chapters, fifty-two benefits, and an entire chapter devoted to helping the reader decide it is not for them.
Our city pages explain what changes from one market to the next. Provincial law, the local economy, and the questions that come up most. All meetings are held online.
A provincial border through the labour market: what moving to Gatineau changes, and what a federal defined benefit pension actually transmits.
Wills variation under WESA, unique in Canada, probate fees, and a market where house prices rose five times faster than incomes.
Common law, Estate Administration Tax, beneficiary designations on registered accounts, and a market where the benchmark price reaches 12.7 times median income.
Civil Code, liquidator, plexes, incorporated professionals and the Capital Dividend Account. What makes Montreal planning distinct.
The multigenerational household, shared title, and the family who stayed abroad. Meetings online.
Coordination at 65, the partial survivor pension, and the tax on the last death of a RRIF. Meetings online.
Group plan conversion deadlines, the disability definition that changes everything, and asset-heavy business succession. Meetings online.
The incorporated trucker, the self-employed worker with no plan, and the young homeowning family. Meetings online.
The young homeowning family, the multigenerational family business, and probate fees. Meetings online.
The family farm and intergenerational transfer, hospital and university pensions, and the retiree who came from Toronto. Meetings online.
Assets held abroad, worldwide deemed disposition, and share-based compensation. Meetings online.
Our city. The principal residence exemption and its limits, family business succession, and the Civil Code. Meetings online.
