Latest News

For many, year end bonuses coincide with the calendar year end. For some potential tips on how to receive the bonus, please click below. For more information, please reach out. Click Here

For special situations, it may make sense to deregister your RRSP or RRIF early and replace your excess registered assets with non-registered assets using an investment loan. It is important to note that borrowing money to finance the purchase of securities...

The Canadian Deputy Prime Minister and Minister of Finance released the Fall Economic Statement. For a summary of some of the significant tax and financial planning measures announced, please click the article below. For more information, please reach...

When you receive the T5, T3 or other tax reporting slips for your in-trust account, you may wonder who is required to report the income? This article discusses this and other tax issues relating to trust accounts. As always, for more information, please...

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. For some tips that may apply to your situation, please click the link below. For more information, please reach out. Click Here

An unexpected surprise come tax season may be the requirement to pay quarterly tax instalments. To learn what are they and when you may be required to make them, click the link. For more information, please reach out. Click Here

Once you and your partner are in retirement, it is important to be aware of different strategies that allow a higher income spouse to allocate certain types of retirement income to a spouse who's taxed at a lower rate. As always, for more information...

If you are receiving eligible pension income, you may be entitled to claim both a federal and a provincial tax credit. The federal non-refundable pension income tax credit is on the first $2,000 of eligible pension income. To learn more, please click...

Most Canadians have a RRSP. However, not all understand the different options when their RRSP matures. For more information, please reach out. Click Here