Financial Planning for Business Owners / Tax Planning
What’s Better: Salary or Dividends? A Guide for Business Owners
As a small business owner, deciding how to pay yourself—through …
Financial Planning / Tax Planning
Be Careful Moving Your TFSA: Avoid Costly Mistakes
A Tax-Free Savings Account (TFSA) is a great way to …
Financial Planning / Financial Planning for Business Owners / Tax Planning
What is the Capital Gains Tax in Canada? 2025-2026 Updates & Key Changes Explained
The capital gains tax in Canada is a tax applied …
Financial Planning / Tax Planning
Bank of Canada Cuts Interest Rates to 3% – What It Means for Mortgage Rates in Canada (2025 Update)
The Bank of Canada (BoC) has reduced its policy interest …
Retirement Planning / Tax Planning
When to Invest and When Not to Invest in an RRSP
What is an RRSP? An RRSP, or Registered Retirement Savings …
Ontario Taxpayer Rebate: What You Need to Know About the 2025 $200 Payment
The Ontario taxpayer rebate is a newly announced initiative by …
Capitalized Gains Tax Changes in Canada: What You Need to Know
Confusion is swirling around capital gains tax changes in Canada, …
Retirement Planning / Tax Planning
What Is a TFSA and How Does It Work? (2025 Guide)
The Tax-Free Savings Account (TFSA) is one of the best …
Changes to Your Taxes in 2025
The new year is bringing several important changes to taxes …
Retirement Planning / Tax Planning
December 2024 CRA Benefits: A Guide to Supporting Canadian Families and Individuals
As the year comes to a close, many Canadians can …
TFSA 2025 Limit Explained: What You Need to Know
The Tax-Free Savings Account (TFSA) is one of the best …
Retirement Planning / Tax Planning
OAS Clawback 2025: What It Is and How It Affects You
When you reach retirement, you might start receiving the Old …
Building a Tax-Efficient Retirement Strategy: The 6 Steps for Success
Have you ever wondered how to create a tax-efficient retirement …
Retirement Planning / Tax Planning
When Can You Withdraw from Your RRSP?
A Registered Retirement Savings Plan (RRSP) is a retirement savings …
Financial Planning for Business Owners / Insurance / Risk Management / Tax Planning
What is an Immediate Financing Arrangement (IFA)?
An Immediate Financing Arrangement (IFA) is a powerful financial strategy …
What is a TFSA and How Does it Work?
Introduction Saving money is an essential part of planning for …
Retirement Planning / Tax Planning
RRSP/RRIF Meltdown Strategy: A Guide for Retirees
The RRSP/RRIF meltdown strategy is a tax-efficient method to convert …
The Importance of Considering the Investment You Place in a TFSA
Are you currently holding a Tax-Free Savings Account (TFSA) or …
Maximize Your Tax Savings with Income Splitting
Today, we’re going to discuss a powerful yet underused tax-saving …
Understanding Corporate Class Funds: A Guide to Tax-Efficient Investing
What is Corporate Class? Corporate class funds, also known as …
Retirement Planning / Tax Planning
OAS Clawback 2024
This article is a follow-up to my previous piece titled …
Retirement Planning / Tax Planning
Understanding the OAS Clawback for Couples in 2024
As we move halfway through 2024, couples need to understand …
Financial Planning / Retirement Planning / Tax Planning
Main Sources of Retirement Income and How They Are Taxed
Are you curious about the different sources of retirement income in …
OAS Clawback and Strategies to Avoid It
Summary Navigating OAS Clawback: Effective Strategies for Retirement Planning The …
Financial Planning / Tax Planning
A Major Mistake Canadians Should Avoid with Their TFSA
Summary of Video Introduction to TFSAs Topic: Overview and Proper …
