Wealth strategies
Tax savings
Include tax-saving strategies in your financial plan.
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
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
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…
Tax savings
The benefits of consolidating your accounts
Do you feel like you are receiving the best view of your overall financial picture? Consider the benefits of consolidating your accounts under one holistic…
Tax savings
Federal budget 2022
The 2022 federal budget is focused on measures to assist Canadians with affordability, particularly when it comes to housing, childcare and health care. Read our…
Tax savings
How to take advantage of tax-loss selling
Tax-loss selling involves the disposition of investments in a non-registered account with accrued losses so that they can be used to offset capital gains realized…
Tax savings
A philanthropy primer
Being philanthropic doesn’t just make you feel good, it’s also one of the top characteristics of wealthy people. We’ve outlined some key considerations that can…
Tax savings
All in the family
One of the best ways to reduce personal income taxes is through income splitting: the ability to use the lower tax rates of other family…