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.
What can your client do if they want to retire from their business but no one in their family is interested in taking it over, and they cannot find a buyer? In that situation, your client may have to wind down their business to support their retirement expenses.
The Canada Emergency Response Benefit (CERB) is available to Canadians who have stopped working due to COVID-19. There is a good chance you have clients who are eligible for the CERB and could benefit from it.
Many Canadian employees are working from home during the pandemic, to self-isolate and physically distance themselves from colleagues and clients. Many of them are hoping to obtain a tax deduction for the additional costs...
Many of us started the year by looking ahead with bright hopes that 2020 would be a successful year for investors. Who would have thought that quarantine was going to be the most popular word of the first quarter?
The Federal government has provided approximately $517B of economic support to combat the effects of COVID-19 pandemic. Here is a summary of the key tax measures and additional income support the government has introduced as of May 21, 2020.
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.
NEW - 2021 Tax Facts
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NEW - 2021 Tax Planning – Quick Reference Guide
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150 kb
NEW - 2021 Income in a Corporation
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147 kb
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NEW - 2021 Estate Planning - Quick Reference Guide
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Year-end tax strategies: what you need to know
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2.7 MB
How a trust can safeguard your family’s wealth
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132 kb
Helping clients understand income pension amounts with tax planning
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109 kb
Whitepaper - A guide to investment fund distributions
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Executor checklist
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209 kb
Quick Reference Guide 2020
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2,023 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.
