Tax Changes for 2024
Tax season, already? These are the changes you should factor into your return this year. As many are preparing for tax season and the filing…
Start of Tax Season
Now that the Registered Retirement Savings Plan (RRSP) season is over, in my world, tax season in Canada is officially here. If you’re hoping to…
Downward Spiral of RRSP Season
For many years, I have not been a fan of the so-called Registered Retirement Savings Plan (RRSP) Season in the first two months of a…
Turbulent Times
During turbulent times, plan for the best but prepare for the worst. Create comfort, and a cushion, across changing economic climates with these proven money…
TFSA Strategies for Business
Higher interest rates can be attractive when building up your hard-earned savings. They’re even more attractive when you can tax-shelter your interest earnings. In 2009,…
Problematic Probate Fees
There is a conversation that many people try to avoid. What happens to your assets when you die. Children of parents don’t want to face…
Health is Wealth
For most people, it would be something tangible – like gold bars, Apple stock, paintings by the Group of Seven, or real estate in Rosedale…
The Essence of Christmas
It’s a subject I have been talking and writing about for many years. As each year passes, my Christmas sentiment becomes increasingly entrenched. I’m longing…
Understanding the OAS Clawback
As people are closing in on retirement and the magic age of 65, there is a common question we get respecting their retirement plans. Sixty-five…
Inheritance Pitfalls
We often do a lot of estate planning for people looking at their end of life arrangements. While we are detailed on this end, we…










