Wealth Strategies: TFSA Tax Planning

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Wealth Strategies: Canada's New Tax-Free First Home Savings Account (FHSA) - What You Need To Know

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Wealth Strategies: Kidnap & Ransom Insurance - The Unspoken Liability

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Wealth Strategies: Do You Need a Personal Directive?

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Wealth Strategies: Considerations for Commencing CPP & OAS

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Wealth Strategies: Income Splitting - Post TOSI (Tax on Split Income) Revisions

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Wealth Strategies: Maternity/Parental Leave - Strategies To Capitalize On

Maternity or parental leave is not always planned; however, there are several ways one can still take advantage of a lower year(s) of taxable income for those with salary levels at higher marginal tax rates....

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Wealth Strategies: Family Farms & Fisheries Tax Treatment - Bill C208 Passed

Tax treatment of intergenerational transfers of family farms and fisheries has been a long-standing issue facing many Canadians, after several prior failed attempts to amend this, Bill C-208 has thankfully and finally addressed this concern and offer...

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Wealth Strategies: Federal Budget Legislation Moves Forward - Stock Options & Annuities in Registered Plans

New Federal legislation is moving forward and will adopt several measures from the prior proposals drafted in June 2019, as these were stalled due to the onset of the pandemic last spring. The bill will specifically implement changes to the Income...

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Wealth Strategies: Political Donations Yield Sizable Tax Credits

Political donations are, first and foremost, to demonstrate support for the party or candidate of your choice, but the tax benefits are perhaps more than most Canadians realize. They may be either Federal or Provincial/Territorial, each with varying...

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