Research and information in income tax and estate planning adds value to the advisor and investor relationship. We know an informed advisor makes a stronger outcome for the client.
As of May 15, 2020, the government announced a set of economic measures worth approximately $146B in direct support measures for Canadians, and $371B in total liquidity support through tax deferrals and credit programs.
On Wednesday March 25, 2020, legislation received Royal Assent to provide $107B of economic support to combat the effects of COVID-19 pandemic. Included are several tax measures designed to support Canadian individuals and businesses during these unprecedented times.
Canada’s taxation system is highly complex and ever-changing. However, there are strategies that can help minimize the tax investors will pay, allowing them to get the most out of their savings and investments.
Estate planning is the process of planning what will happen to your assets at the time of your death. Estate planning is not always an easy topic to deal with, but having a thought-out plan in place is important for not only you but your beneficiaries.
Executor checklist
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209 kb
New Developments in the TOSI rules
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90 kb
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Quick Reference Guide 2020
PDF(Locked)
2,023 kb
2020 Estate Planning - Quick Reference Guide
PDF(Locked)
115 kb
2020 Income in a Corporation
PDF(Locked)
147 kb
2019 Tax Planning – Quick Reference Guide
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150 kb
2019 Tax Facts
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174 kb
The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.
