Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond......

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3 reasons why HNW women may not be ready for retirement

For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......

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New pension plan for Ontario incorporated physicians

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......

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The Capital Gains deduction and intergenerational farm property rollover

The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......

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Proposed capital gains inclusion rate changes – Implementation deferred until 2026

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

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How to plan for your health

Imagine setting out on your dream retirement, and then a few short years into this new chapter, something happens that derails it all....

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2025 Personal Tax Calendar

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......

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Reduce your taxes with a Prescribed Rate Loan

In a low interest rate environment, a popular tax strategy involves the use of a prescribed rate loan to split  income amongst family members. However, as a result of the recent decreases in the prescribed interest  rate, the income-splitting......

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How to use life insurance to keep your business growing

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

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Federal government prorogues Parliament – Tax implications

With the announcement by Justin Trudeau earlier this week to resign as Prime Minister, the Federal government will prorogue Parliament until March 24, 2025....

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