Insights

As a business owner, you may consider your company to be a key component of your family wealth creation and future retirement savings.

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.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

There are many strategies available to you as an owner-manager to help minimize your taxes. If you own an active business through a private Canadian corporation, you may find the following non-exhaustive tax-planning checklist helpful.

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

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for you as part of tax planning.

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.

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.

How you may be able to save approximately $400,000 of taxes on the sale of your business