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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Capital Losses & Tax Loss Selling

Oct 09, 2018 |Brendon Boothman
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summaries the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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2018 Year-End Tax Planning

Sep 24, 2018 |Brendon Boothman
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure you leave no stone unturned, we have summarized some common year-end tax planning strategies in this article.
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Keeping the family cottage in the family with insurance

Jul 26, 2018 |Brendon Boothman

When you pass along your cottage, you are also passing along a potentially large tax bill.

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Reallocating Your Wealth: taking a look at pools of capital

Jun 26, 2018 |Brendon Boothman
We all have the same traditional pools of capital, within which to accumulate and invest our wealth and draw income- pension, registered and non-registered assets. Within the non-registered option there are such vehicles as equities, fixed income & mutual...
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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.