Wealth strategies
Tax savings
Include tax-saving strategies in your financial plan.
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…