Stephanie Woo, CIM, FMA

2024 Handy Financial Planning Facts

August 22, 2024 |Stephanie Woo, CIM, FMA

We're sharing our handy reference guide to important deadlines and useful contribution limits to help you in 2024: RSP deadlines and deduction limits TFSA contribution limits IPP - employment earnings requirements U.S. estate and gift tax exemption CPP...

2024 Federal Budget – Proposed capital gains inclusion rate increase

April 23, 2024 |Stephanie Woo, CIM, FMA

The recent announcement of the proposed increase to the capital gains inclusion rate has triggered many questions and concerns about the potential impacts of this change. Our RBC Family Office Services team has prepared a detailed summary of the history...

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2024 Handy Financial Planning Facts

2024 Federal Budget – Proposed capital gains inclusion rate increase

Stephanie Woo, CIM, FMA

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