Tax, Estates and Insurance

  • Tax highlights from the 2019 federal budget

    Tax highlights from the 2019 federal budget

    The Minister of Finance, Bill Morneau, presented the 2019 federal budget on Tuesday, March 19. This summary highlights certain tax measures announced in the budget.

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  • How ATB Mastercard insures you. And your pets

    How ATB Mastercard insures you. And your pets

    Insurance coverages provided by your Mastercard.

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  • How ATB Mastercard protects you with Zero Liability

    How ATB Mastercard protects you with Zero Liability

    Pay with your ATB Mastercard and these automatic insurances will protect you and your possessions.

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  • Tax filing for children and students 2019

    Tax filing for children and students 2019

    Finances are often tight for students so it’s worthwhile to take advantage of all tax credits, deductions and sources of education funding that may be available.

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  • Tax and investing for your business in 2019

    Tax and investing for your business in 2019

    New rules for taxation of corporate investments in 2019 might require a change in strategy for business owners.

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  • 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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  • 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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  • 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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  • How can I increase retirement income with income splitting?

    How can I 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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  • 2018 Alberta provincial budget tax highlights

    2018 Alberta provincial budget tax highlights

    2018 Alberta Provincial Budget Tax Highlights The President of the Treasury Board and Minister of Finance, Joe Ceci, presented the 2018-2019 provincial budget on Thursday, March...

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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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  • 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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