2020 handy financial planning facts

Feb 13, 2020 |Rita Benefield and Christos Koutsavakis

RRSP deduction limits, TFSA contribution limits, CPP and OAS benefits, RESP contribution and grant limits, Federal tax brackets, and US estate tax exemptions: these are just some of our 2020 handy financial planning facts.

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Did you know?: Creating RRSP contribution room for a minor

Jan 23, 2020 |Christos Koutsavakis

The eleventh entry in our Did you know? series looks at why it is important to help your minor child file a tax return.

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Your tax refund: spend it or save it?

Apr 10, 2019 |Christos Koutsavakis

If you have overpaid your income tax, then you can expect a tax refund. How will you use it to your best advantage?

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2019 handy financial planning facts

Mar 28, 2019 |Rita Benefield and Christos Koutsavakis

RRSP deduction limits, TFSA contribution limits, CPP and OAS benefits, RESP contribution and grant limits, Federal tax brackets, and US estate tax exemptions: these are just some of our 2019 handy financial planning facts.

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Did you know?: Joint - Gift of Beneficial Right of Survivorship

Mar 15, 2019 |Christos Koutsavakis

The first entry in our Did you know? series addresses a new way to hand down your investment assets to your adult beneficiaries.

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Choosing a financial advisor

Mar 13, 2019 |Rita Benefield and Christos Koutsavakis

Choosing a financial advisor is an opportunity to join forces with a team of knowledgeable professionals who put your interests first.

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