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.

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.

Covid-19 Infographic on Canada's Economic Response Plan

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.

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.