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See if we are a fit
Home
About
Services
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Process
Fees
Learn
See if we are a fit

ARTICLES

Investment Management
Retirement Planning
Estate Planning
Tax Planning
All
The RRSP Meltdown Strategy- How Ontario High-Earners Can Avoid the Age 71 Tax Trap
Managing the 2026 RRIF Minimums: Strategies to Protect Your $1M+ Portfolio from Forced Liquidations
Online Will Platforms Review for Retirees in Canada (2026)
Ontario Estate Tax: Rules, Rates and Planning Tips
Ontario Inheritance Tax: What Residents Need To Know

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🤙🏻     416-371-5501
💬     416-371-5501
📧     mark.li@dfsin.ca
Markham
Suite 101- 65 Allstate Pkwy, Markham, ON L3R 9X1
Toronto
25 York St, 14th floor, Toronto, ON M5J 2V5
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