Publications

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

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....

Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy.  We have briefly summarized the tax policy announcements of the three......

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......

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......

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......

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

First introduced in 1986, the Alternative Minimum  Tax (“AMT”) is a parallel tax calculation for  individuals (and many trusts) which calculates  an alternate taxable income that allows fewer  deductions, exemptions, and tax credits than under  the o...

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2024 tax bill....

For the last several years, an increasing number of wealthy Canadians have been turning to donor-advised funds (DAFs) to facilitate their charitable giving. This approach, which allows donors to make a tax-deductible charitable gift, while having a t...