Investing Within Your Corporation
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 the surplus funds within […]
Are You Overlooking The Tax-Free Opportunity?
There are few “gifts” that the government gives us, and the Tax-Free Savings Account (TFSA) is one of them. The opportunity to invest and grow funds on tax-free basis over a lifetime should not be overlooked. Yet, the latest statistics reveal that many high-net-worth (HNW) individuals are not taking full advantage. The 2024 TFSA statistics […]
Video: Investment Portfolios
Actions to Consider: Your Year-End Financial Planning Checklist
With the arrival of cooler and shorter days, it is a reminder that there are only a few months remaining in the calendar year. Are there actions that you can take before year end to impact your financial position? Here is a checklist of ideas: Realize capital losses to offset capital gains. For tax […]