Learn how the Registered Disability Savings Plan (RDSP) can help secure a financial future for Canadians with disabilities by maximizing government grants, bonds, and tax-deferred growth.
Explore the Disability Tax Credit and learn how this underutilized benefit can support Canadians with disabilities and their families. Discover eligibility, application tips, and more.
Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? This episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.
How can entrepreneurs effectively plan and accumulate wealth? Join us as we dive into key financial strategies for entrepreneurs, including optimizing tax savings, protecting assets, and setting up holding companies for legal and tax benefits.
How will the proposed 2024 Federal Budget changes affect your investments? We explore the nuances of the proposed capital gains inclusion rate increases, highlight the direct impacts on various investment structures, and unravel strategies to optimize financial outcomes under these new regulations.
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.
An FHSA is a vehicle people can use to save for purchasing their first home while receiving a tax deduction on contributions. The money grows tax-free, and you can use it to buy a house without needing to refund the account; unlike the RRSP’s Home Buyers’ Plan.
Whether you’re a first-time home buyer or a seasoned real estate investor, understanding the intricacies of mortgages is a game-changer in your financial journey. With many potential pitfalls, confusing jargon, and seemingly endless options, proper guidance throughout the mortgage process is invaluable.
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.