Category: Financial Planning
Why Understanding Your Retirement Income Needs Is Essential for a Secure Future
Sep 9, 2024
Retirement is a significant life transition, one that marks the end of your working years and the beginning of a new chapter focused on relaxation, hobbies, travel, and more time with loved ones. However, this phase also comes with financial challenges that require careful planning. One of the most crucial steps in retirement planning is […]
Read more »BABY ON THE WAY?
Jul 8, 2024
Congratulations on the upcoming addition to your family! As you prepare for the new baby, here are some tax-related expenses you may be able to claim: Explore more expenses to claim
Read more »10 Overlooked Tax Credits and Deductions According To the CRA and Tax Experts
Apr 16, 2024
Every year in Canada, millions of dollars in tax deductions and credits go unclaimed. Here are 10 of the most overlooked deductions and credits that can help minimize your tax bill andmaximize your refund. 1 Union DuesUnion dues can be deducted! Box 44 of your T4 slipswill contain the total amount of dues you’ve paid. […]
Read more »2023 TAX CALENDAR: IMPORTANT DATES
Jan 17, 2024
Whereas we can never guarantee a future rate of return, a good advisor can always guarantee a level of tax savings for a client. Lets get started!
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