Publications

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.

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable.

Insurance is generally thought of as a risk management tool; however, as a business owner or incorporated professional, insurance can provide multiple benefits, including the potential for significant tax savings. This article looks at three insurance strategies that can be implemented into your financial plan to supplement your retirement savings, help protect your business, and help you maximize the value of your estate

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.

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

Family structures have changed significantly in recent years and it is not uncommon for people to enter a second, third, or even fourth marriage. Some who have been through a traumatic divorce may decide not to marry their current partner, but instead to live in a common-law relationship. If one or both partners have children, the family dynamic may become quite complicated, so it is important to have a proper estate plan in place.

This is a helpful resource summarizing important tax, retirement and estate planning information.

Conversations about money start earlier than most people think. The early teen years are an important time to begin building healthy habits around earning, saving, spending, and giving. This guide offers practical prompts and ideas to help bring those conversations into everyday life.

The financial habits you build now — how you save, spend, budget, and think about money — will follow you into your career and beyond. This guide covers the essentials: clear, practical principles to help you make confident decisions at every stage ahead.

The financial decisions you make as a young adult — how you budget, borrow, save, and invest — have a compounding effect on everything that follows. This guide brings together the essentials: practical principles and clear tools to help you build lasting financial confidence.

Financial fundamentals don’t lose their relevance over time. Whether you’re managing a growing family, navigating a career transition, or beginning to plan for what comes next—they remain essential, simply taking on new dimensions.