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 Consultant, 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.

10/14/2026

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?

10/04/2026

Canada has the energy and natural resources the world needs. The problem? For decades, we haven’t fully developed our competitive advantage.

10/03/2026

Canadian banks have been incredibly successful. But as technology changes how we save, invest and manage money, could their traditional business model face serious disruption?

10/02/2026

Canada has the water, energy and natural resources to be a global leader. So why haven’t we taken advantage of it?

10/01/2026

AI may be creating an investment cycle unlike anything we saw in the 1990s. If we’re still in the early innings, this secular bull market could have years left to run.

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

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