Tax & Estate Planning

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.

Federal Budget Webcast

Listen to our experts provide in-depth analysis of the 2021 Federal Budget in our webcast.


Severance planning: What your clients should consider

We’ve been dealing with COVID-19 for almost a year and what a year it’s been! With repeated lockdowns, it’s not surprising that many businesses have had to downsize or even close their doors.

Closing up shop? Don’t forget about the ABIL!

In a few weeks, we will be marking the one-year “anniversary” of a period marked by lockdown and disruption of our daily lives which appeared without warning.

Changes to employee home office deductions for 2020

The Department of Finance announced on December 3, 2020, that the Canada Revenue Agency will permit a simplified home office expense deduction for employees working from home in 2020 due to the pandemic.

Helping your client wind down their private corporation

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.

Canada Emergency Response Benefit: What your clients should know about the program

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.

Deducting home office expenses for employees during the pandemic

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...

Making lemonade out of tax losses

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? 

Federal tax & income support measures to combat the effects of COVID-19

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.

2020 Tax Planning Resource

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.

2020 Estate Planning Resource

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.

Additional Resources

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.