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2023 Year-End Tax Planning Tips

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 2023 tax bill. The following information relates to ye...

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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First Home Savings Account

The First Home Savings Account (“FHSA”) is a new registered plan that enables prospective first-time home buyers with the ability to contribute up to $40,000 toward saving for their first home on a tax-free basis....

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Estate planning for modern families in a post-Brady Bunch era

1969 was an influential year for many reasons – Woodstock, the first man on the moon, John Lennon’s bed-in for peace – but what no one realized at the time was the most important story was the one about a lovely lady and man named Brady....

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Fight the feelings: How emotions hold us back from making money

There’s not an investor on this planet who hasn’t felt the deep pit of despair when seeing their portfolio drop. That intense feeling of panic has caused countless people to sell out of stocks or do something else they wouldn’t otherwise normally do....

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All in the Family: A Primer on Gifting Property

For many parents and grandparents in Canada, the desire to help your children often includes giving them cash, property or real estate. These gifts can help your children acquire a home, reduce accumulated student debt, or even help offset the costs...

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Taking Money Out of an RESP

As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations....

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Retirement Strategies to Stay Focused on the Long Term

No matter how often we’re told to prepare for stock market volatility, we are often greatly unnerved by it and wonder if there is anything that can or should be done in response....

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Strategies for Your Retirement Savings Plan

A TFSA is a multi-purpose, tax-efficient savings account that complements your existing retirement savings plan. Your TFSA contributions grow tax-free and can also be withdrawn on a tax-free basis at any time, and used for any purpose (i.e., a new ca...

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Planning For Certain Risks in Retirement

With the steady improvement in life expectancy, many more people will be around to celebrate their 90th birthdays than in the past – but will they have enough retirement income to last their lifetime? According to Statistics Canada, a 65-year-old man...

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