Tax-Loss Selling and Year-End Checklist
We are here to provide you with a checklist to ensure you get the most out of tax credits, deductions, and benefits. But first, we want to get more…
Financial Terms Glossary
Have you noticed that in the investment industry there are so many acronyms and terms you have never heard of? We would like to de-mystify our busi…
Tips for Canadian Snowbirds
There are a lot of things to take into consideration when you’re leaving the country for an extended period of time. These tips will help make you …
Debt Free … Forever?
Being debt-free can seem like a pipe dream. However, it is possible. A lot of progress can be gained step by little step. It is important to just…
A Handy List to Ensure You Claim the Most Common Tax Credits, Deductions and Benefits
Pension income splitting — Those who receive a pension may be eligible to split up to 50% of eligible pension income with a spouse
Guaranteed incom…
A Hidden $2,000 Gem…
The Annual Pension Income Tax Credit.
The pension income amount allows a taxpayer to claim a federal non-refundable tax credit on up to $2,000 of e…
Early Retirement is Not a Pipe Dream, but Workers Aren’t Doing Enough of One Thing – Planning.
Statistics Canada says the average age of retirement climbed to 63 in 2015. You might want to buy yourself the freedom to stop working — or at leas…
5 Questions to Ask yourself (Preferably) 5 Years Before you Retire
Those who are not yet retired can only imagine what life will be like after work. The vision of carefree days, with no boss or alarm clock, is very…
Pension splitting: planning opportunities
Pension splitting rules may benefit taxpayers, especially those aged 65 or older. Since 2007, a taxpayer who has reported certain income on their t…
