The Quality Of your Financial plan determines the quality of your retirement
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From the blog
Our latest posts
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Is OAS Clawback Based on Family Income? Understanding the OAS Recovery Tax and How to Minimize It
The Old Age Security (OAS) pension is a foundational income source for many Canadians in retirement. However, some higher-income individuals may face a reduction in their OAS benefits through the OAS clawback (or recovery tax). One of the most common questions is whether the clawback is based on family or individual income. This article explains…
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How Much Is CPP Pay Per Month? Exploring Canada’s CPP Benefits
Canada’s Canada Pension Plan (CPP) is a critical part of the financial framework for Canadians. It provides a safety net in retirement and offers multiple ways for contributors and their families to receive financial support, whether in retirement, due to disability, or as a survivor of a deceased contributor. Understanding the different CPP benefits and…
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Why the CPP Break-Even Analysis Is Flawed: A Better Approach to Claiming Your Canada Pension Plan
The recently published “7 Steps Toward Better CPP/QPP Claiming Decisions” by the National Institute on Ageing offers critical insights into the decision-making process surrounding the Canada Pension Plan (CPP) and Quebec Pension Plan (QPP), specifically focusing on the CPP break-even analysis approach. They state that this approach, which has long been a staple in financial guidance, is deeply…
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5 Tax Deferral Strategies for Business Owners: How to Maximize Your Income and Minimize Taxes
Are you a business owner looking for strategies to defer income and save on taxes? Or perhaps you’re about to step into the business world and want to explore the tax advantages available to business owners? This blog is for you. As a business owner, financial planning plays a critical role in maximizing your income…
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New Mortgage Rules in Canada for 2024: What They Mean for Homebuyers
The Canadian government has recently announced new mortgage rules aimed at making homeownership more accessible, particularly in high-demand markets like Toronto and Vancouver. With housing affordability being a persistent issue, these changes come as a welcome development for those looking to enter the housing market. Effective December 15, 2024, these updates could have a significant…
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Top Tax Benefits of Corporate Class Mutual Funds for Business Owners and Professionals in Canada
If you are a business owner or a professional seeking a tax-efficient way to manage your non-registered investments, Corporate Class Mutual Funds can provide valuable advantages. Many professionals and business owners already invest in Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) to reduce taxes. However, these accounts have contribution limits and may…
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Anthony Gordon
JD, LLM, CFP, CLU, CEA, CEPA
CEO of FiduSure Financial Inc.
Co-creating your financial future
Anthony Gordon practised corporate and commercial law for several years as in-house counsel before opening FiduSure Financial a boutique financial services firm. FiduSure specializes in financial, tax, and estate strategies for professionals, business owners, and their families. Read more
