Wealth strategies
Tax savings
Include tax-saving strategies in your financial plan.
Tax savings
Ontario staycation tax credit
As the COVID-19 pandemic continues, many Canadians are looking to vacation closer to home. If you live in Ontario, you could be eligible to claim…
Tax savings
Heading south
Heading south for an extended period of time? It's important to understand the U.S. tax residency & the Substantial Presence Test. There are a few…
Tax savings
New trust reporting rules proposed for this year
If you oversee a trust and have not been required to file T3 trust income tax and information returns with the Canada Revenue Agency in…
Tax savings
Disclosing foreign property
What are the disclosure rules concerning foreign property owned by Canadian taxpayers? The quick answer points to Form T1135, or the Foreign Income Verification Statement.…
Tax savings
Home-office deductions for the 2020-2022 tax years
The COVID-19 pandemic has caused many employees to work from home. Wondering if expenses you incurred as part of your employment duties at home are…
Tax savings
A charitable giving strategy
After this year, it is so important to support those in need if you are able to. Our team can help align your values with…
Tax savings
Spotlight on Donor Advised Funds
A donor advised fund is similar to having your own charitable private foundation, allowing you to hold meetings, decide which charities to support, and more.
Tax savings
Maximizing education savings
Investing in your child’s future as early as possible through an RESP can help manage the rising costs of post-secondary education. Learn more about the…
Tax savings
Restructuring prescribed rate loans
A prescribed rate loan allows funds to be lent from a high-income individual to a lower-income individual to be invested in non-registered assets, which will…