EDUCATION CENTRE

In Canada, retirement tax planning is essential for preserving your nest egg, maximizing income, and minimizing the impact of taxes on your savings. With a combination of government benefits, registered and non-registered accounts, and strategic tax opportunities, retirees can plan effectively to secure a comfortable and tax-efficient retirement. Here’s a breakdown of key tax-planning strategies […]

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 […]

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

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. […]

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!