Have you built charity and philanthropy into your estate plan?

Learn the difference between “charity” and “philanthropy” and how to incorporate giving into your estate plan....

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Are you a Canadian resident with U.S. property?

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

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[Fall 2024 GPS] RRSP Over-Contribution at or past age 71

Did you know you could 'over contribute' to your RSP after you turn 71 without penalty? Here's how....

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[Fall 2024 GPS] Corporate Tax Changes in 2024

The 2024 federal budget introduced capital gains tax changes that came into effect in June this year. How do these changes affect corporations?...

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Why tax deferral works

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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[Summer 2024 GPS] New Capital Gain Rules

In this GPS edition we walk you through the new capital gain rules that came into effect earlier this year and how it affects Canadians....

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[Summer 2024 GPS] Tax Planning For RRIFs

In this GPS edition we show you a few ways to set up your RRIF account in a tex-efficient manner specific to your needs....

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Will your parents need your help?

Hopefully, your parents will stay physically and mentally healthy and not require your help. But if they ever do need your support, we’ve got a variety of ways you can help them with financial matters....

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[Fall 2023 GPS] Guide To The New FHSA

In this Fall GPS guide, we will explore the key features, eligibility criteria, contributions, withdrawals, and additional considerations associated with the FHSA....

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[Fall 2023 GPS] A Comprehensive Guide to Sharing CPP: Maximising Benefits

In this section of the Fall Guided Planning Solutions (GPS) we review the benefits of sharing the Canadian Pension Plan (CPP) between spouses....

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