Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

2023 Tax Documents Overview and Schedule

November 1, 2022 - __Marketing HQ

The 2023 Tax Documents Overview and Schedule provides a summary of mailing dates and online availability (Gateway) of clients’ tax slips.

Tax Planning for Physicians

September 30, 2022 - __Marketing HQ

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, important tax changes affecting Canadian private corporations that were introduced several years ago can have significant implications for physicians with a professional corporation or those physicians considering incorporation.

Economic and Market Updates

Investment Strategy: 2024 Market Outlook

November 27, 2023 - __Marketing HQ

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Managing Your Wealth

Insurance Considerations

September 2, 2022 - __Marketing HQ

Insurance Considerations for Business Owners and Incorporated Professionals

Estate & Succession Planning

Planning for the Family Vacation Property

September 2, 2022 - __Marketing HQ

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Estate Information Organizer

September 2, 2022 - __Marketing HQ

This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property