Tax, Estates and Insurance

  • Executor Estate Guide 2018

    Executor Estate Guide 2018

    Serving as the Personal Representative is an honor but can also be a scary and stressful experience. Being prepared can help this experience go as smoothly as possible.

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  • Advice for snowbirds

    Advice for snowbirds

    This checklist highlights some important things to keep in mind so you can keep your winter worry-free!

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  • Investing your tax refund

    Investing your tax refund

    If you’ve received a tax refund this spring, consider investing it in a RRSP or TFSA. Connecting with a financial advisor can help you set your financial priorities.

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  • Increase retirement income with income splitting?

    Increase retirement income with income splitting?

    Income splitting is a way of moving income from the higher to the lower-income spouse. Leverage Canada’s progressive tax system to maximize your retirement income.

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  • Including insurance in your financial plan

    Including insurance in your financial plan

    Insurance is an important part of any financial plan, and understanding your coverage is key

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  • Tax highlights from the 2018 federal budget

    Tax highlights from the 2018 federal budget

    A summary of tax highlights from the 2018 federal budget.

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  • Tax planning using private corporations - July 2017

    Tax planning using private corporations - July 2017

    On July 18, 2017 the Minister of Finance, Bill Morneau, released a consultation document regarding tax planning strategies used by private corporations.

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  • Tax strategies

    Tax strategies

    Different investment accounts can offer various tax benefits and sheltering. Learn how special accounts can help your money grow while reducing the amount of tax you must pay.

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  • When should I use a cash account?

    When should I use a cash account?

    Cash accounts offer flexibility and accessibility, but should only be used after you have maximized tax advantage accounts like your RRSP and TFSA.

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  • Charitable giving and estate planning

    Charitable giving and estate planning

    You may give to a particular charity based on personal experience, or want to create a lasting legacy. Learn how to structure your giving to best benefit you and the cause.

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  • 5 FAQs about travel insurance

    5 FAQs about travel insurance

    5 things to know about your travel insurance before you go.

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  • What to do with your tax return

    What to do with your tax return

    Should you spend it or should you save it? Here’s some advice about what to do with your tax return.

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  • Revised legislation for AISH

    Revised legislation for AISH

    Changes related to trusts and inheritances for persons with disabilities.

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  • What is Common Reporting Standard (CRS)?

    What is Common Reporting Standard (CRS)?

    CRS is aimed at preventing tax evasion.

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