Incorporation: Now, Later, or Never?

Are you a small business owner thinking about incorporation? There are several factors to consider, such as the tax rates in your province, your personal cash flow needs and how long you've been in business. Here we look into this in detail....

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Nine Common Tax Mistakes We See On Tax Returns

With tax season behind us, we thought it would be a great time to get you planning for next year. It's nice to learn from your own mistakes, but even better to learn from other investors' mistakes!...

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What to do with my RSUs

Find out how RSUs work as a stock-based compensation and strategies that can be used with it to help build a retirement nest egg....

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Do You Own Foreign Assets?

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Tax Pitfalls for US Stock Options

Stock compensation can turn employees into millionaires, but on the flipside huge amounts can be lost to taxes if one does not understand how their employer stock works. Here we delve into one of such complexities with US stock paying dividends....

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CPP: Know Your Options

We walk you through the options with scheduling CPP payments: taking CPP early versus taking later, and what is preferable for different individuals....

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2020 RRIF Reduction Measure: FAQs

Are you anxious about your RRIF assets in light of the current market volatility sparked by COVID-19? Here's what to know in order to take advantage of the federal government's 25% RRIF minimum reduction for 2020:...

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Increased Interest Rates Means It’s Time To Revisit Your Cash Management

In the present world of higher rates, there are several ways you can optimize your cash. Here we'll show you three of them....

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Before Exercising Your Options, Read This!

There are several rules to be aware of before exercising your stock. Here we show you what the tax implications could be......

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Help your child purchase a home with an FHSA

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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