Viewpoints about Tax strategies
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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2025 tax rate card for Canada
Need 2024 tax rates? We’ve got everything you need in one spot including combined federal and provincial marginal tax rates and tax brackets by taxable income source. Some of the most common non-refundable tax credits, EI and CPP/QPP contribution amounts, and OAS and CPP benefit amounts and much more!
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Individual pension plans and the family business
For business owners, an IPP can be a smart RRSP alternative. IPPs offer maximum pension income and maximum tax relief, and can be included in a succession plan.
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Keeping the family cottage in the family
Passing on a family cottage? Half of any increase in value is taxable at death. This strategy protects against an estate having to sell a cottage to pay the tax.
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Cottage or home: which should be a principal residence?
Which property is best used as your principal residence for tax purposes? If you own more than one property you have choices, and may want to look at the tax consequences of claiming a cottage or other property as your principal residence. Learn more about your options and how to calculate the principal residence exemption.
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Common TFSA mistakes
Tax-Free Savings Accounts are a powerful tool for growing savings tax free. How to avoid common – and costly – mistakes, and harness their full potential.
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Common wealth transfer mistakes (national edition)
Transferring assets to the intended beneficiaries doesn't always go as planned. Here are the common mistakes to watch out for.
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Common estate planning mistakes in Quebec
Transferring assets to the people you want in the way you want doesn't always go as planned. Here are the common mistakes to watch out for.
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How will the changes to capital gains affect you?
In this episode of our quarterly webinar, we take a close look at the impact of the federal budget on Canadian high-net-worth investors, specifically the changes to capital gains.
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Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
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