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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

Do You Really Need Life Insurance?

Posted by Frank Gasper on 13 July 2021
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Do You Really Need Life Insurance?
There is no denying that thinking about life insurance can make some of us feel uneasy. No one wants to think about the ...

RESP Secrets Everyone Should Know

Posted by Frank Gasper on 11 May 2021
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RESP Secrets Everyone Should Know
The Registered Education Savings Plan or RESP is a tax-deferred education investment account created by the federal gove...

An Estate Plan for Every Age

Posted by Frank Gasper on 20 April 2021
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An Estate Plan for Every Age
If you have been reading our blog posts this month, you will know two important things about an estate plan: 1. You...
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