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When Should You Set Up A Holding Company?

When Should You Set Up A Holding Company?

Business owners, landlords, and investors often consider various structures to optimize their financial and tax situation. One popular strategy is the establishment of a holding company or holdco.  Understanding Holding Companies A holding company is a type of...

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2024 Federal Budget Amendments that Impact CPP Benefits

2024 Federal Budget Amendments that Impact CPP Benefits

The 2024 federal budget has introduced several changes to the Canada Pension Plan (CPP) benefits that affects the Death Benefit, Disabled Contributor’s Child Benefit, and Survivor’s Pension. These amendments increase support to families and individuals impacted by the...

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Are Home Renovations Tax Deductible In Canada?

Are Home Renovations Tax Deductible In Canada?

The article "Are home renovations tax deductible in Canada?" was originally published in MoneySense on September 12, 2023, REPOSTED April 12, 2024. Doing home renovations? Find out if there are any tax incentives that Canadians are able to claim. "We are upgrading our...

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6 Steps to Financial Decluttering

6 Steps to Financial Decluttering

Overwhelmed by the number of bills and credit card statements piling up on your desk? Not finding the time to review the performance of your investments? Missed a bill payment, got charged NSF, or misplaced your financial documents? You are not alone. Nearly one in...

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How to change a past tax return

How to change a past tax return

The article "How to change a past tax return" was originally published in MoneySense on April 8, 2024. You can amend previous tax returns to include new information, such as investment management fees for a non-registered account. Here’s how.   Ask MoneySense I...

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5 Financial Essentials for Women

5 Financial Essentials for Women

Author’s note: Life can feel incredibly expensive. This article is written by a financial planner, so there is some bias – I’m likely to recommend strategies that apply to women in general to manage financial risk. However, it's important to recognize that the...

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L3R 0B8

T. 416.691.8471
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We don't sell investments, so we're not going to tell you which stocks to buy and sell. However, we can build you a comprehensive and truly objective financial plan.

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