2018 Client Tax Reporting Guide

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2018 RRSP Reminder and Updates for 2019 RRSP, TFSA & RESP

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Do You Have a Plan? Managing Emotions & Discipline - Part I

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7 Factors of Investment Success, Ranked

As humans, we are unfortunately hard-wired to focus on the variables of investing that produce the least results.  A lot of this isn't our fault.  With the constant onslaught of information and news through the continually increasing number of media...

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How to Use Corporately-Owned Life Insurance to Build Wealth

Corporately owned Life Insurance can provide a number of benefits to business owners, their families and the operating companies.   Many people understandably grimace when approached with a suggestion of buying anything with the word "insurance" in...

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Keep it in the Family - Cottage Succession Ideas (or other large assets)

With the Summer months approaching, as does cottage season for a lot of fortunate Canadians.  And, although the serenity of the family cottage or cabin may provide a lot of happiness and memories for families, it is difficult to escape from the tax i...

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5 Ideas for Limiting the Impact of Coming Tax Changes for Business Owners

Given we are through personal tax season and well into 2018, I wanted to summarize some key points that business owners need to be aware of, given the changes coming in 2019, particularly focusing on earning passive income in a Canadian-controlled p...

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Introducing Your New Client Access Site!

We are pleased to introduce our firm's new Client Access site, designed to make your portfolio easier to understand and access on the go. Some of the new features of the Client Access site include: More intuitive user interface and design Real-time...

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Tax Reporting Guide for 2017

CRA’s deadline to file for the 2017 tax year is April 30, 2018.  The sooner you prepare, the better off you’ll be come April 30. You can begin preparing your return now, given you should have received all of your T4 slips and our 2017 client tax pack...

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Tax Idea: Act Now to Lock in Family Income-Splitting Loans by March 31

A great way to lower your tax bill may be to take advantage of "prescribed-rate loans".  But you'll need to act now, as the current CRA rate of 1%, which has been in place since 2014, is set to double on April 1st, 2018....

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