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Financial planning insights and guidance

Maximizing Retirement Savings with a Corporate Insured Retirement Strategy

For business owners seeking a strategic, tax-efficient method to secure their retirement while safeguarding their business interests, the Corporate Insured Retirement Strategy (CIRS) offers a compelling solution....

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Capital Gains Tax Update: What You Need to Know Now

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate....

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June Bank of Canada Meeting

A Small Step Towards Easing, a Big Leap in G7 Central Bank Monetary Policy...

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2024 Federal Budget

The 2024 budget continues the trend of tax-and-spend policies with a major reform to capital gains taxes, spending programs on housing, health, infrastructure, Indigenous priorities, and defense, and no clear path to a balanced budget in sight....

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Changes 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...

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Deciphering FHSA, RRSP, and TFSA for Canadian Home Buyers: A Financial Planning Perspective

With the introduction of the First Home Savings Account (FHSA) alongside existing options like the Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), Canadians now have more avenues to support their financial objectives....

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Financial Planning Strategies for Incorporated Physicians

Managing finances as an incorporated physician requires an integrated approach, considering both tax efficiency and investment growth....

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