Publications

Family Wealth Publications:

Early 2018 tax tips

2017 year-end tax planning

Foreign Reporting Requirements for Assets over $100,000

For clients holding IPL- Tax-Deferred Rollovers

For clients holding IPL- Important information regarding adjusted cost-base

Handy Financial Planning Facts

Demystifying Wealth Management

Tax Tips for Investors

Smart Strategies for Tough Markets

Using a Family Trust

What to do with your tax refund

Ontario's top combined tax rate to increase to 49.53%

Tax-Efficient Investing - Part 1

PFIC Rules

Transfer up to 25% of capital gains to your spouse

Business Planning Publications:

Professsional Corporations

Salary vs Dividend Remuneration for the Owner Manager

Health Care Professional Publications

This four-part series discusses tax, financial and retirement planning issues to be considered at various stages of the client's professional career.

Part 1: The Early Years

Part 2: Starting out on your own

Part 3: The Peak Earning Years

Part 4: Preparing for Retirement