Insights

Tax loss selling is a flexible strategy that can offset realized capital gains in the past, present, and future. Consider how this may benefit your current non-registered portfolio.

By getting your financial life in order, you give yourself the opportunity to help maximize your returns and preserve your wealth. Consider going through this list, noting the items that are applicable to your circumstances, and speaking with a quali

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To help ensure you leave no stone unturned, here’s a summary of some common year-end tax planning strategies.

Charitable giving can be a very personal experience, reflecting the causes closest to your heart and values. How you decide on which charity or charities best align with the kind of impact you want to have will be an experience unique to you.

Many Canadian families may be able to reduce their total tax bill by having a higher income spouse allocate certain types of retirement income to a spouse who’s taxed at a lower rate.