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For those age 65 or older, taking advantage of the pension income tax credit may make sense. To learn how it works, what income qualifies and how to structure your retirement holdings to take advantage of this credit, you can read this article. As always...

With the federal budget changing the inclusion rate for capital gains, people now more then ever are looking at potential strategies that may help mitigate and manage the impact. This article discusses some of these strategies - to see if they are applicable...

You have been saving all your life and it's time to withdraw from your Registered Retirement Savings Plan (RRSP). The first step is generally to convert it to a Registered Retirement Income Fund (RRIF). From there, you will than have minimum withdrawals...

For non-residents of Canada that have Canadian sourced income, it is important to understanding the potential withholding tax implications. As always, for a more detailed discussion, please reach out. Click Here

What happens to your employer pension plan when you leave your current employer? Typically, you will have a few different options to consider. This article walks through some of the considerations. For more information on what is best for your specific...

For many, purchasing your primary residence is the largest purchase you will make in your life. This article discusses a number of tax and estate planning questions surrounding the principal residence exemption. As always, for more information, please...

One common way to distribute your estate is by using a Testamentary Trust, a trust that is created by your will. This article discusses some of the reasons you may want to consider using such a trust. For more information, as always, please reach out...

There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here

Alternative Minimum Tax has been in effect since 1986, however, in 2023 the federal budget broadened the impact it may have on high-income earners. To learn more, please click the article. To have a more thorough conversation, please reach out. Click...