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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Split your income to save tax

There are limited ways to earn income and pay no tax. However, there are many ways to pay less tax....

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Charitable Donations at Death

Canadians love to give, and charitable donations at death are a powerful way to support the causes you care about after you're gone. We are ready to work with you as to ensure that your wishes are carried out effectively....

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Managing a windfall, large or small

Whatever size a windfall may be, acting hastily can lead to regret. Learn what to consider and how to make the most of bonuses, tax refunds and larger windfalls that come your way....

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How to Think About Your Flexible Compensation Options

Shopify is pioneering a new approach to flexible employee compensation, and other companies may soon follow suit. We show you how to make the most of such opportunities to extract optimum benefits....

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Time for a vacation property chat?

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....

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RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Claiming home office expenses

Thankfully, the Canada Revenue Agency (CRA) has made it easy for employees to claim home office expenses if you spent more than half of your working hours at home for at least four consecutive weeks in 2020 due to COVID-19. Here are the options avail...

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Save tax by splitting income with children

You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children....

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