How do You Ensure Satisfactory Investment Results for Your Clients?
How Would you Tailor a Financial Strategy to Fit a Particular Client’s Unique Goals and Needs?
Foreign Spin-offs
Download this PDF here. Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so the subsidiary becomes a separate, publicly traded corporation (“spin-off corporation”). In this situation, the investor now owns two separate foreign securities. By default, the receipt of […]
The Canada Pension Plan (CPP) – What’s new for 2024?
Download this PDF here. Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed in Canada.1 CPP is funded by mandatory annual contributions by employees, employers and self-employed individuals based on their CPP pensionable earnings, which typically include salary, wages or other remuneration, commissions, bonuses, […]
March Market Insights: The Financial Storm Is Coming
March 5, 2024 NAVIGATING CHINA, FED TIGHTENING, FINANCIAL INSTABILITY AND RATE CUTS “A national debt, if it is not excessive, will be to us a national blessing.” – Alexander Hamilton Download this PDF here. It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. […]
Investing in a Corporation
Download this PDF here. For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, does it make sense to simply invest […]
February Market Insights: Trump’s Shadow
February 6, 2024 Echoes of History and Financial Markets in a Post-Pandemic World Download this PDF here. As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio-political dynamics. This comparison challenges the […]
Jim Thorne Webinar – January 2024
Personal and Corporate Tax Integration Reference Card 2024
Download our province and territory-specific 2024 Personal and Corporate Tax Integration Reference Card below. Alberta – Tax Integration Reference Card British Columbia – Tax Integration Reference Card Manitoba – Tax Integration Reference Card New Brunswick – Tax Integration Reference Card Newfoundland and Labrador – Tax Integration Reference Card Northwest Territories – Tax Integration Reference Card. […]
What is an RRSP?
Click here to download the PDF. What is a Registered Retirement Savings Plan (RRSP)? An RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse/common-law partner can contribute — subject to their respective deduction limits. At the very least, an RRSP […]