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…
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.
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…
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.
The value of financial advice
Why working with a financial advisor makes sense – now more than ever.
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…
Federal budget 2023
Budget 2023 is focused on measures to help make life more affordable for Canadians, spending on improved health-care services, investments in green energy and rollout…
Trusts: a powerful wealth planning tool
A trust is a powerful wealth planning tool that may allow you to get specific about how you want to transfer your wealth to beneficiaries.…
New trust reporting rules
Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.