2018 Handy Financial Planning Facts

The article summarizes some common financial planning-related information for topics such as:

  • Retirement 
  • IPP
  • Tax
  • Education-RESP
  • Disability-RDSP
  • U.S. Limits
  • Government Links

 

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 $200,000. This article highlights a non-exhaustive list of tax minimization strategies to consider with your professional advisor.

 

Investment, Tax and Lifestyle perspectives

Written by the experts at RBC Wealth Management, Perspectives magazine highlights topical issues relevant to high-net-worth investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.

 

Tax Strategies: Investment Holding Companies

On July 18, 2017 the federal government released a consultation paper proposing a number of strategies which target private corporations with regards to income splitting, multiplication of the lifetime capital gains exemption, holding a passive investment portfolio inside a private corporation and converting a private corporation's regular income to capital gains. 

The strategies discussed in this article may be affected by the proposed measures in the consultation paper and the accompanying proposed legislation. If you are an owner of a private corporation you should consider the potential impact of the proposed measures and discuss the implications with your Advisor.

 

Early 2018 Tax Tips

The article covers some common tax planning strategies that you may want to consider early in the new year. 

 

"Room to Run" by Jim Allworth

"Happy Spouse, Happy House-Four reasons to keep your spouse involved in managing your family's wealth" featuring an interview with Grant Richmond.

One of the featured article in our September issue. 

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