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…

7 minute read

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.

7 minute read

the challenge of tax planning

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…

22 minute read

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.

11 minute read

Business owners

The value of financial advice

Why working with a financial advisor makes sense – now more than ever.

11 minute read

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…

8 minute read

Parliament building in Ottawa, seat of Canadian federal government

Tax savings

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…

3 minute read

passing the baton. handing over responsibility.

Estate planning

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.…

2 minute read

Man reading over documents and website using his laptop

Estate planning

New trust reporting rules

Trustees may have additional tax reporting obligations with respect to trusts they manage as of 2023.

8 minute read