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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When should you start CPP/QPP and OAS benefits?

Start government benefits sooner and you collect a smaller monthly benefit, but right away and for a longer time. Delay the start and you receive a larger monthly benefit, but must bridge the waiting period with other resources. Knowing when to start...

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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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Retirement plans changing? Evaluate and pivot

There are countless situations and life events that could make you alter your retirement plans. But there are four ways to react to those changes and fulfill your retirement dreams....

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How to minimize tax on retirement income

It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill....

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Can you retire earlier?

You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned....

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When to review your estate plan

You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours....

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Estate Planning During COVID-19

The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know....

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Missing any tax credits or deductions?

We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional....

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When a family member needs special care

Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care....

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