Resources

Wealth Management

• Ten Resolutions to Improve Your Finances (PDF)

Retirement Planning

• An overview of CPP changes announced December 2009 (PDF)
• Understanding your Early Retirement Options (PDF)
• A guide to understanding Locked-In RSP's (PDF)
• Understanding the RSP Deduction Limit Statement (PDF)
• Understanding Spousal RSPs (PDF)
• Maximize your retirement income with this Retirement Checklist (PDF)
• Sample Retirement Projection (PDF) - Call or email for your personalized report

Tax Planning

• 20 Tax Tips for the 2011 Tax Filing Season (PDF)
• An Overview of the Tax Free Savings Account  (PDF)
• Strategies for using the Tax Free Savings Account (PDF)
• Individual Taxpayer homepage on the Canada Revenue Agency website
• A Guide to the Tax Implications of Investing in the United States (PDF)
• A Guide to investing through Investment Holding Companies (PDF)
• How to treat Return of Capital distributions important for Income Trust holders (PDF)
• Dividend tax treatment (PDF)
• Taxation for Discount Instruments strip coupons, T-Bills, etc. (PDF)
• Capital Losses and Tax Loss Selling (PDF)
• Calculating your Average Cost Base (ACB) for tax purposes (PDF)
• Realizing tax losses for Worthless Securities (PDF)
• Budget 2013: Implications for Individuals
• Budget 2012: Implications for Individuals
• Budget 2011: An Overview of Proposed Changes (PDF)
• Budget 2010: An Overview of Proposed Changes (PDF)
• Budget 2009: Personal & Corporate Tax Implications (PDF)
• Budget 2008: Personal & Corporate Tax Implications (PDF)
• Budget 2007: Personal & Corporate Tax Implications (PDF)
• Budget 2006: Personal & Corporate Tax Implications (PDF)
• Budget 2005: Personal & Small Business Income Taxes (PDF)