AGES Wealth

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AGES Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from AGES Wealth, Financial planner, 675 Cochrane Drive North Tower, Suite 501, Markham, ON.

Helping Canadian business owners and high-net-worth families build, protect, and transfer wealth through tax-efficient investing, retirement, and estate planning.

10/23/2026

We spend weeks planning vacations, comparing prices, and organizing every detail, yet often spend very little time planning our financial future. From retirement and taxes to investments and estate planning, the financial decisions we put off can have far greater long-term consequences. If planning helps us make better everyday decisions, shouldn't we apply the same discipline to our finances?

10/21/2026

Financial planning isn't just about building wealth. It's about creating greater flexibility, freedom, and control over your time. Through better cash management, tax efficiency, investment planning, and risk management, a well-structured financial plan can help you make more informed decisions, reduce uncertainty, and focus on what matters most in life.

10/20/2026

Will You Regret Saving Too Little—or Sacrificing Too Much?

One of the biggest challenges in financial planning is finding the right balance between saving for tomorrow and enjoying life today. Save too little, and you may regret it later. Sacrifice too much, and you risk missing out on experiences that matter now. Thoughtful financial planning helps manage these trade-offs, creating greater flexibility, financial security, and the freedom to enjoy life along the way.

10/16/2026

Why Estate Planning Is More Complex for Wealthy Canadians

As wealth grows, estate planning becomes increasingly complex. Investment portfolios, corporate assets, real estate, insurance policies, and family relationships all need to be considered together. Decisions made in one area can create unintended consequences elsewhere. A coordinated estate plan helps affluent Canadians manage tax exposure, protect family wealth, and create a clearer path for transferring assets to the next generation.

10/14/2026

Estate Planning Is About Maintaining Control
Estate planning isn't just about deciding who inherits your wealth. It's about establishing how, when, and under what conditions your assets will be transferred after your death. Through thoughtful planning, beneficiary arrangements, and appropriate legal structures, Canadians can exercise greater control over their legacy, protect vulnerable beneficiaries, and reduce the risk of unintended outcomes.

10/13/2026

The Hidden Tax Bill at Death in Canada

Many Canadians don't realize that passing away can trigger a significant tax bill, even when no assets have actually been sold. Under Canada's deemed disposition rules, certain investments, real estate, and other capital assets are generally treated as though they were sold at fair market value upon death. Without proper planning, these taxes can create unexpected financial challenges for your estate and beneficiaries.

10/12/2026

Why Having a Will Isn't Enough
Having a will is an important first step, but it doesn't mean your estate plan is complete. Beneficiary designations, joint ownership, tax liabilities, and family dynamics can all influence how your wealth is ultimately transferred. Without coordinating these elements, assets may not be distributed as intended, potentially creating unnecessary taxes, delays, and family disputes.

If you own a corporation and have excess cash sitting inside the business, you’ve probably asked yourself:Should I inves...
10/07/2026

If you own a corporation and have excess cash sitting inside the business, you’ve probably asked yourself:

Should I invest it inside the corporation or take it out and invest personally?

There isn’t one answer that works for everyone.

Taxes matter.
The type of investment income matters.
Your personal cash flow matters.
And earning too much passive income inside your corporation can create tax consequences of its own.

In my latest video, I break down some of the key things Canadian business owners should consider before deciding where to invest their surplus cash.

The goal isn’t simply to pay the least amount of tax today.

It’s to structure your wealth in a way that makes sense over the long term.

10/06/2026

Are Banks Built for a World That’s Disappearing?

Blockchain could fundamentally change how money moves around the world. What happens to traditional banks if transactions become faster, cheaper and increasingly digital?

10/05/2026

Why U.S. Companies Could Be About to Spend BIG

New tax incentives could encourage companies to accelerate investment and capital spending. Could that translate into stronger productivity and earnings growth?

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675 Cochrane Drive North Tower, Suite 501
Markham, ON
L3R0B8

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