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TAX & FINANCIAL PLANNING STRATEGIES

Tax Planning Checklist

  • Deductibility of Investment Counsel Fees
  • Farmers & Taxes - Capital Gains Exemption
  • Income Splitting
  • Interest Deductibility
  • Personal Tax Strategies
  • Principal Residence Exemption
  • Registered Education Savings Plan
  • Spousal Loans
  • Tax Free Savings Account
  • Tax Loss Selling
  • Advanced Tax Loss Selling
  • Taxes on Death
  • Financial Planning Rates and Amounts (by province)
  • RDSP

Latest News

Everything You Need to Know About RESPs, But Probably Don't

Posted by Frank Gasper on 2 July 2020
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Everything You Need to Know About RESPs, But Probably Don't
RESP Basics You likely know that a Registered Education Saving Plan (RESP) is intended to save money for your child...

An Estate Plan is the Ultimate Gift

Posted by Frank Gasper on 21 April 2020
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An Estate Plan is the Ultimate Gift
What is an estate plan? An estate plan is simply a checklist that ensures your personal belongings and finances are ea...

The Best Kept Personal Finance Secret: RDSPs

Posted by Frank Gasper on 24 March 2020
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The Best Kept Personal Finance Secret: RDSPs
If I told you that the government would match your contribution to a long-term savings plan by 300%, would you be intere...
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