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Home
Our Services
Our Services
Discretionary Portfolio Management
Our Process
Our Team
Our Thoughts
Our Clients
Our Clients
Established Investors
Female Investors
Young Professionals
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
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Home
Our Services
Our Services
Discretionary Portfolio Management
Our Process
Our Team
Our Thoughts
Our Clients
Our Clients
Established Investors
Female Investors
Young Professionals
Resources
Our Partners Video Series
Analyst Video Series
Tax Planning Strategies
Financial Planning
Estate Planning
Managing Your Wealth
Hours of Operation
Contact Us
Book A Meeting
Tax Planning Strategies
Tax Slip Overview
- Updated
2025 Personal Tax Calendar
Contribution Reminder For Your RRSP, TFSA and RESP Accounts
Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.
Contribution Reminder For Your RRSP, TFSA and RESP Accounts
Tax Tips For Investors
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.
Tax Tips For Investors
Canadian Snowbirds and U.S. Income Tax
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax