Recent Updates
January 2024 Market Newsletter
2023 was a year defined by the markets climbing the wall of worry to recover from the 2022 drawdown....
Read moreMastering Shareholder Loans: A Comprehensive Guide for Business Owners
Shareholder loans are a nuanced financial instrument that can be highly beneficial for business owners when used correctly. These loans offer a way to manage personal and business finances flexibly but require careful navigation to avoid tax issues....
Read moreChanges to the Alternative Minimum Tax (AMT) in 2024: A Comprehensive Overview
The Canadian government announced significant changes to the Alternative Minimum Tax (AMT) system in the 2023 Federal Budget, effective Janaury 1st, 2024...
Read moreTax Loss Harvesting and Crystalizing Capital Gains
Tax loss harvesting and crystallizing capital gains are powerful tools in an investor's arsenal. When strategically employed, they can significantly mitigate tax burdens and enhance overall investment efficiency....
Read moreNovember Market Newsletter
The month of November has seen a big change in financial markets with equity markets rallying aggressively....
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