First Home

You are about to purchase your first home. You feel paying rent is getting you nowhere. It is an exciting time but scary because it is a huge commitment.

Already having Transitions Wealth Strategies working with you on your Financial Plan will simplify the decision making around the affordability of making this huge financial step in life.

What strategic changes does buying your first home bring to your life?

Issues to be accommodated include...

• Wills and Powers of Attorney
• Mortgage Approval & Selection
• Property Title – what’s best?
• The problems with Mortgage Insurance (PDF1)
• Home Buyer’s Plan
• Home Buyer’s Tax Credit
• Land Transfer Tax Refund
• HST ... when does it apply?
• Taking advantage of tax credits
• Cash Flow planning; debt management

At Transitions Wealth Strategies, we integrate the changes to into your Life Plan necessitated by your decision to purchase your own home. We act as your personal guide and mentor to ensure that this change in your life is accommodated while ensuring your financial and life security.

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