Being an Executor according to the Wealthy Barber

Mar 12, 2019 |Brendon Boothman
Acting as an executor should not necessarily be seen as an honor, but rather a burden according to the Wealthy Barber in the attached article. One of the most important decisions you will make in your estate plan is who you name as executor. Your executor...
Read more

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...
Read more

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...
Read more

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...
Read more

The ABCs of USMCA

Oct 03, 2018 |Brendon Boothman
After more than a year of discussions, negotiators from the U.S and Canada worked through the weekend to arrive at an 11th hour agreement for Canada to join Mexico in an updated NAFTA deal. The new name of the accord is the United States-Mexico-Canada...
Read more

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.
Read more

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.

Read more

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...
Read more

Bolstering the Balance sheet

May 31, 2018 |Brendon Boothman

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

Read more

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.