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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

Set Yourself up for Financial Success in 2021

Posted by Frank Gasper on 19 January 2021
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Set Yourself up for Financial Success in 2021
Whether you set new year resolutions or not, taking one step toward improving your financial literacy and applying that...

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...
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