Tax & Estate Planning

Research and information in income tax and estate planning adds value to the advisor and investor relationship. We know an informed advisor makes a stronger outcome for the client.

How will the latest Federal Budget affect your clients? Our team of tax and economic experts provide insights on our dedicated Federal Budget page.

Research and information in income tax and estate planning adds value to the advisor and investor relationship. We know an informed advisor makes a stronger outcome for the client.

How will the latest Federal Budget affect you? Our team of tax and economic experts provide insights on our dedicated Federal Budget page.

We’ve been dealing with COVID-19 for almost a year and what a year it’s been! With repeated lockdowns, it’s not surprising that many businesses have had to downsize or even close their doors.

In a few weeks, we will be marking the one-year “anniversary” of a period marked by lockdown and disruption of our daily lives which appeared without warning.

The Department of Finance announced on December 3, 2020, that the Canada Revenue Agency will permit a simplified home office expense deduction for employees working from home in 2020 due to the pandemic.

What can your client do if they want to retire from their business but no one in their family is interested in taking it over, and they cannot find a buyer? In that situation, your client may have to wind down their business to support their retirement expenses.

The Canada Emergency Response Benefit (CERB) is available to Canadians who have stopped working due to COVID-19. There is a good chance you have clients who are eligible for the CERB and could benefit from it.

Many Canadian employees are working from home during the pandemic, to self-isolate and physically distance themselves from colleagues and clients. Many of them are hoping to obtain a tax deduction for the additional costs...

Many of us started the year by looking ahead with bright hopes that 2020 would be a successful year for investors. Who would have thought that quarantine was going to be the most popular word of the first quarter?

The Federal government has provided approximately $517B of economic support to combat the effects of COVID-19 pandemic. Here is a summary of the key tax measures and additional income support the government has introduced as of May 21, 2020.

Canada’s taxation system is highly complex and ever-changing. However, there are strategies that can help minimize the tax investors will pay, allowing them to get the most out of their savings and investments.

Estate planning is the process of planning what will happen to your assets at the time of your death. Estate planning is not always an easy topic to deal with, but having a thought-out plan in place is important for not only you but your beneficiaries.

The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.

Tax & Estate Planning

2021 Federal Budget

2021 Federal Budget

Severance planning: What your clients should consider

Closing up shop? Don’t forget about the ABIL!

Changes to employee home office deductions for 2020

Helping your client wind down their private corporation

Canada Emergency Response Benefit: What your clients should know about the program

Deducting home office expenses for employees during the pandemic

Making lemonade out of tax losses

Federal tax & income support measures to combat the effects of COVID-19

2020 Tax Planning Resource

2020 Estate Planning Resource

When does an Enduring Power of Attorney Become Active?

Federal Budget

Tax Rates

Informal Trust Accounts

CPP Enhancements for Clients

Charitable giving

Retirement

Series T

Additional Resources