Tax Free Savings Accounts
Tax Free Savings Accounts
How the TFSA can help you reach your financial goals.
Estate Planning for your TFSA
The advantages and disadvantages of naming one or more beneficiaries of your Tax-Free Savings Account (TFSA) and the implications for this type of plan at death.
Registered Retired Income Funds
RRIF Payments and Withdrawals
This article focuses on the main considerations associated with receiving income from your RRIF, including calculating your minimum payment as well as the withholding taxes on your RRIF withdrawals.
Registered Plan Minimums & Maximums
How to calculate your annual RRIF & LIF minimum and maximum payment percentages based on age.
Education Savings
Establishing an RESP
This article discusses discusses setting up an RESP, government incentives and saving strategies involving RESPs.
Withdrawing from a Registered Education Savings Plan (RESP)
This article explores the various ways of withdrawing funds from an RESP depending on your circumstances.
Taxes
2024 Personal Tax Rates
The 2024 personal tax rates for Ontario. Please contact us if you would like the personal tax rates for a different province.
Tax Planning Basics
This article provides an overview of the Canadian tax system, basic investments and how the two interact.
Charitable Giving
Charitable Donations of Securities
Gifting shares instead of cash may enhance your tax benefit.
Government Benefits
Canada Pension Plan
This article examines how the plan works, your choices and the implications of those choices.
Severance
Pension Plan Options When You Leave Your Employer
This article will discuss four common options for a pension plan that may be available when employment has ended.
