Wealth strategies
Tax savings
Include tax-saving strategies in your financial plan.
Tax savings
2024 year-end tax planning checklist
Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact…
Tax savings
Proposed changes to capital gains inclusion rate
Since being announced in the 2024 federal budget, the increase to the capital gains inclusion rate effective after June 25, 2024 has attracted significant public…
Estate planning
Federal budget 2024
Budget 2024 includes net new spending of $39.2 billion over the next five years intended to make housing more affordable, to make life cost less,…
Estate planning
Maximize your charitable giving
Want to be more strategic about your charitable giving? Learn how a carefully crafted strategic giving plan can maximize tax efficiency and help you leave…
Estate planning
Proposed changes to the Alternative Minimum Tax and what they could mean for philanthropy
Although it’s been around since 1986, most Canadians aren’t aware of the Alternative Minimum Tax (AMT) rule.
Estate planning
2023 year-end tax planning checklist
Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive…
Investing
So, you want to buy a vacation property — but is it a good investment?
Here are a few things you should think about before you seriously consider purchasing a vacation property.
Business owners
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
Tax savings
The Tax-Free First Home Savings Account (FHSA): Questions & Answers
The FHSA is a tax-free savings account for first-time home buyers. It offers the opportunity to save $40,000 on a tax-free basis and is designed…