Summit Wealth Advisory Group

12/31/2021

Happy New Year! I hope 2022 brings happiness, health and success to you and your loved ones.

12/23/2021

Happy holidays! I wish you a joyful day filled with good food and holiday cheer to you and your loved ones. ✨

07/25/2018

In case you missed it, we are very proud to have successfully negotiated a first in Canada; Medicinal Cannabis coverage for Aurora Cannabis employees.

Aurora Cannabis Inc. is rolling out a new employee benefits plan that includes coverage of medical ma*****na. The plan, which will be administered by Sun Life Financial Inc., will cover the drug for Aurora’s employees and their dependents. “The speed with which Canada’s largest insurers are ...

06/21/2018

Giving your cottage to your children or grandchildren can be a chance to see them enjoy their inheritance. Here’s how to approach the transaction to avoid a huge tax bill:

If you want to see your children enjoy ownership of your cottage now, there are a few things to keep in mind when you transfer the asset