Are you or your family thinking of leaving the US Tax System?

Apr 02, 2019 |Scott Boyd
Good Afternoon, Are you or someone you know looking to leave the US tax system? As you know the United States (U.S) has many tax regimes, including the U.S income tax system and the U.S transfer tax system. For those residing in Canada who are US Persons...
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2018 Tax Reporting

Mar 09, 2019 |Scott Boyd
2018 Tax Reporting To all of our clients, family and friends, With the end to the 2018 tax year close by we are happy to inform you of the mailing dates for all of your tax packages. To help make tax season easier for you we have provided the mailing...
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2018 RRSP: Deadline

Feb 27, 2019 |Scott Boyd
You have until March 1, 2019 to make your 2018 Registered Retirement Savings Plan (RRSP) Contribution in order for an official contribution receipt to be issued and applicable for the 2018 tax year. Remember to contribute early to avoid the last minute...
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TFSA Contributions Have Increased for 2019

Jan 15, 2019 |Scott Boyd
It's official, the TFSA contribution limit has increased for the 2019 year! Consider making a contribution to your TFSA early in the 2019 calendar year to maximize the tax-free growth in your plan! The TFSA contribution limit (per year) has changed and...
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David Chilton with ETS logo

The Wealthy Barber on the benefits of corporate executorship

Dec 14, 2018 |Scott Boyd

“I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor.” David Chilton

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Why Save with an RESP?

Aug 29, 2018 |Scott Boyd
If you have children grandchildren, you know how important it is to provide for their futures. With the cost of post-secondary education increasing every year, a Registered Education Savings Plan (RESP) is one way for you to contribute toward your children’s...
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Providing greater transparency

The “Client Relationship Model” is designed to provide investors with greater transparency on the costs and performance of their investments.

With phase two of this initiative, called “CRM2,” a new annual performance report was introduced at most Canadian investment firms in 2017.

The new annual performance report uses a different way to calculate your rate of return compared to the traditional “time-weighted rate of return” used by most of the financial industry.

It’s called a “money-weighted rate of return,” and it takes into account your contributions and withdrawals throughout the year to give you more insight into your personal rate of return.

The following video explains the difference between these two ways to calculate your rate of return – and why both are helpful.