Publications
Tax Planning Strategies
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Completing Your 2020 Income Tax Return – Checklist
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Managing Your Wealth
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Other
Winter 2018 Newsletter
2017 was a very positive year by all counts, but we are always wary of throwing caution to the wind.
Fall 2017 Newsletter
Our newest edition emphasizes important tax changes proposed by the government which will affect professionals and small business owners in a profound way.
Spring 2017 Newsletter
Our Spring edition reviews recent market developments, and elaborates on the methods the Tinnerman Wealth Group uses to select prosperous investments for our clients' portfolios.
Winter 2017 Newsletter
We reflect on a tumultuous 2016.
Summer 2016 Newsletter
Our summer newsletter explores the challenges of inter-generational wealth planning.
Spring 2016 Newsletter
Having just wrapped up tax season, we reflect on the effect of taxation on wealth planning.
Winter 2016 Newsletter
We wrap up 2015 and look forward to a successful and prosperous 2016.
Fall 2015 Newsletter
The Fall edition of our newsletter discusses recent market volatility and our response to it.
