Prescribed rate loan planning

Prescribed rate loan planning

Apr 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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5 key questions every business owner should answer

5 key questions every business owner should answer

Apr 17, 2020 |RBC Wealth Management Services

“Asking yourself the following five questions can help you get started.”

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What are you doing with your tax refund?

May 14, 2019 |Brendon Boothman
Now that the April 30th personal income tax filing deadline is behind us, the anticipation begins for those of you lucky enough to receive a refund. If you are like many of us, this sometimes unexpected inflow of money often has your mental wheels turning...
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Tax Protector

Apr 12, 2019 |Brendon Boothman
Have you estimated the tax bill to CRA in your estate? Have you implemented strategies with your professional advisory team (lawyer, accountant and wealth advisor) to protect your wealth? The attached article includes useful information on estate taxes...
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2019 Federal Budget Analysis

Mar 20, 2019 |Brendon Boothman
The Liberal government tabled its pre-election budget on March 19, 2019. The budget announced spending initiatives with a special focus on housing, skills for a changing job market, targeted measures for seniors, new support for zero-emission vehicles...
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Early 2019 Tax Tips

Jan 08, 2019 |Brendon Boothman
Happy New Year! With the turn of the calendar to another year, we would like to share some tax planning strategies that may be of use to you. TFSA contribution limits have increased, with the new contribution limit set at $6000 for 2019. This article...
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Your Financial To-do List

Dec 10, 2018 |Brendon Boothman
Many of us go through an annual ritual of setting resolutions. Improving health is usually high on people's lists- lose weight, exercise and eat healthier. However, in addition to improving your physical health, you can resolve to make this year your...
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Financial Planning Checklist for Seniors

Nov 13, 2018 |Brendon Boothman
Preserving and growing your wealth means taking advantage of tax, investment and estate planning strategies. While some strategies are available throughout your lifetime, others are available only after the age of 65. This checklist discusses financial...
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Bolstering the Balance sheet

May 31, 2018 |Brendon Boothman

Why business owners are investing millions in a strategy that CPAs often miss.

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Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.