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Personal Finance
02/28/2018
You will find attached a short summary of the 2018 budget produced by our team of experts.
This summary highlights the main changes and impacts for:
individuals
businesses
other measures of interest
Full Report
10/24/2017
Stéfane Marion, chief economist and strategist at National Bank of Canada, joins BNN's Catherine Murray for a look at the latest developments in Ottawa's tax plan changes and why any moves should consider what U.S. President Donald Trump proposes to...
03/22/2017
Highlights: Capital Gains and Losses: Unchanged
Individuals
1. Anti-Avoidance Rules for Registered Plans (RESP,RDSP)
2. Mineral Exploration Tax Credit for Flow-through Share Investors
3. Disability Tax Credit – Nurse Practitioners
4. Medical...
02/21/2017
In case you missed it the Globe and Mail, Rob Carrick, had a great article “A Guide to Naming a Beneficiary of your TFSA, RRSP and RRIF published February 10, 2017. The article is a great summary about the ways in which you could transfer...
02/05/2017
It used to be that if an individual didn’t travel, didn’t drive, or lost their license due to age, you didn’t worry about maintaining their identification. That is no longer the case. Maintaining valid provincial or federal photo id is...
01/24/2017
Each year many Canadians rush to complete their taxes in an effort to gain back hard earned dollars that CRA has been holding onto - interest free.
However, in this rush many Canadians forget to include many important tax slips, and this can cause...
01/11/2017
We now have a mortgage specialist working with us directly to help with your mortgages. Catherine is mobile and available to meet with you at your conenience. Please meet Catherine!
Catherine Cunningham , Financing Solutions Specialist...
01/05/2017
Martin Lefebvre, CIO and Strategist
"Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy...
01/03/2017
CBC News Posted Dec 31, 2016
There were plenty of changes in 2016 as the Trudeau government put its priorities in motion. When Canadians file their taxes this spring, they'll calculate how new tax rates and child benefits...
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