tax

Optimizing Wealth Through Asset Re-Allocation

November 1, 2018Blog, Investment, RRSP, tax, Tax Free Savings Account

If you are an active investor, your investment holdings probably include many different asset classes. For many investors, diversification is a very important part of the wealth accumulation process to help manage risk and reduce volatility. Your investment portfolio might include stocks, bonds, equity funds, real estate and commodities. All these investment assets share a common characteristic – their yield is exposed to tax. From a taxation standpoint, investment assets fall into the following categories…

2018 Federal Budget Highlights for Business

March 4, 2018Blog, Business Owners, corporate, Investment, tax

The government’s 2018 federal budget focuses on a number of tax tightening measures for business owners. It introduces a new regime for holding passive investments inside a Canadian Controlled Private Corporation (CCPC). (Previously proposed in July 2017.)

2018 Federal Budget Highlights for Families

March 4, 2018Blog, disability, Family, individuals, Investment, tax

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

BC Budget Highlights 2018

February 22, 2018Blog, Business Owners, corporate, Family, health benefits, individuals, Investment, mortgage, tax

BC Finance Minister Carole James delivered the province’s 2018 budget update on February 20, 2018. The budget anticipates a surplus of $219 million for the current year, $281 million for 2019 and $284 million in 2020.

RRSP Deadline is March 1, 2018. How much tax can you save?

January 27, 2018Blog, Family, individuals, Investment, RRSP, tax

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

A Lifetime Gift for Your Grandchildren

December 1, 2017Blog, Family, individuals, Life Insurance, Retirees, tax

If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance.

Updated Small Business Tax Reforms

October 30, 2017Blog, Business Owners, corporate, taxbusiness owners, capital gains exemption, tax

It has certainly been a busy week in terms of announcements regarding financial policies for small businesses. Following the series of proposed tax reforms that the government announced back in July, various tweaks and changes have subsequently been made, owing, perhaps in part, to confusion and frustration expressed among the small business community. We have provided a brief summary of the changes in this article and infographic.

Category: tax

Optimizing Wealth Through Asset Re-Allocation

2018 Federal Budget Highlights for Business

2018 Federal Budget Highlights for Families

BC Budget Highlights 2018

RRSP Deadline is March 1, 2018. How much tax can you save?

A Lifetime Gift for Your Grandchildren

Updated Small Business Tax Reforms

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