Sharing is Caring – and More Tax Efficient

May 13, 2024

For those of you still shaking off the hassle of this year’s returns, the planning for next year should start now.
Digesting the Proposed Capital Gains Tax Hike

May 6, 2024

The Government argues the extra billions of dollars generated will be invested in programs that give people a fairer chance “to build a good, middle-class life”, but critics say this will deter the risk-taking capital that stimulates economic growth and penalize hard-working business owners and individuals.
Income Tax Deadline Checklist

March 13, 2024

No sooner have you navigated the RRSP contribution deadline, than another key date looms into view – your annual income tax return. If only the world was so keen to remind you to watch movies or take a vacation!
Tax Tactics for the Wealthy

July 25, 2023

Navigating the breaks and rules to your advantage is a legitimate tactic to not only keep more money in your wallet but also fuel your family’s legacy, whether that’s through charitable donations, community work, or simply ensuring the kids’ and grandkids’ futures.
The Taxing Issue of Succession Planning

May 5, 2023

Investors today are dealing with strong macro winds. It is not about the war in Ukraine, earthquakes or the divides in politics - those are all areas of concern to be addressed in other forums - it is about the persistent rise in interest rates. A wise and tenured investment manager was asked what his prediction was on rates and his response was that no one can really predict two things, inflation and interest rate direction. Recall the smart minds at the central banks calling “inflation transitory” not too long ago?
Tax Season: Bucking The Trend

February 27, 2023

Even Albert Einstein, a man with a brain capable of solving the most complex physics equations, stumbled when it came to taxes. “The hardest thing in the world to understand,” he said, “is the income tax.” These days, tax advice is everywhere. TV ‘experts’, newspaper columnists and social media influencers will dispense tips on how to keep more of your money, but these brush strokes, at best, aren’t suitable for everyone and, at worst, perpetrate damaging misconceptions about certain benefits and how to use them.
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