Insights
Taxation and finances made easy
The future of financial services
Alan Rowell and Jason Ayres join Annette Hamm on CHCH Morning Live to discuss the future of financial services.
Capital Gains Taxation – Election Promises
The federal government announced in the February 2024 budget that the inclusion rate would rise to 66.7% (two-thirds) for capital gains exceeding $250,000 annually for individuals, as well as for corporations and trusts. However, in January 2025, the government deferred this change to January 1, 2026.
RRSPs and Your 2024 Tax Return
A Registered Retirement Savings Plan (RRSP) is a cornerstone of Canada's retirement savings framework, offering individuals a tax-advantaged means to accumulate funds for retirement.
Charitable Donations & Taxation
The Government of Canada has announced an extension of 2024 charitable donations to February 28, 2025.
Harvesting Capital Gains & Losses
Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”. The idea behind this annual review is multifold but in November and December, the focus becomes which investments...
Back to School
With September around the corner, Back-to-School is on the mind of Students and Parents alike. While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the...
