The Income Tax Bond

Posted on September 9th, 2026 in E-Newletters, Estate Planning, Insurance, Life Events, Tax
Meet Dan and Susan. At 65 and 63, they’re finally ready to kick back, relax, and enjoy a well-deserved retirement.…
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Tax Planning for Severance Packages

Posted on June 10th, 2026 in E-Newletters, Life Events, Tax
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their…
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How to Benefit from Being Charitable

Posted on March 10th, 2026 in E-Newletters, Life Events, Tax
Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage…
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Maximize Your RRSP Return Through Asset Location

Posted on January 5th, 2026 in E-Newletters, Investing, Retirement, Tax
Do you know the real rate of return on your investments? Generally, Canadians measure the success of their investments based…
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Smart Tax Tips for Small Business Owners

Posted on November 5th, 2025 in E-Newletters, Tax
Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building…
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Keep More, Owe Less: Smart Tax Moves Anyone Can Make

Posted on July 31st, 2025 in E-Newletters, Tax
It doesn’t take long after getting your first paycheck to realize something: not all that money is yours. The Canadian…
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Tax Efficient RRSP Withdrawal Strategies

Posted on July 2nd, 2025 in E-Newletters, Retirement, Tax
Many Canadians diligently contribute to their Registered Retirement Savings Plans (RRSPs) throughout their working years, aiming for a comfortable retirement.…
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Top 10 Tax Filing Mistakes to Avoid

Posted on March 26th, 2025 in E-Newletters, Tax
Filing taxes isn’t exactly fun, but making mistakes can turn an already frustrating process into an expensive one. The last…
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More Overlooked RRSP Tricks

Posted on January 6th, 2025 in E-Newletters, Investing, Retirement, Tax
More than 65% of Canadians have made deposits to Registered Retirement Savings Plans (RRSPs). Many do so just for the…
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Year-End Tax Planning Ideas

Posted on November 12th, 2024 in E-Newletters, Education Planning, Tax
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.…
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