In-depth analysis on wealth planning, tax strategy, retirement, and Canadian investment markets.
Learn how Canadian business owners can optimize their holding company investments to mitigate the passive income tax grind and protect their Small Business Deduction.
For incorporated professionals earning over $150,000, an Individual Pension Plan can provide dramatically higher tax-deductible contributions than an RRSP. We break down the math.
Converting non-deductible mortgage interest into tax-deductible investment loan interest remains one of the most powerful wealth-building strategies for Canadian homeowners, if executed correctly.
With the latest federal and provincial tax changes, the optimal salary/dividend mix has shifted. Here is our updated analysis for incorporated professionals across Canada.
Most Canadian investors are overweight Ontario and underweight the resource-heavy West. Our fund map tool visualizes where your money is actually deployed across Canada.
Ontario's probate fees can consume a significant portion of an estate. We outline five strategies, from beneficiary designations to alter-ego trusts, that can minimize or eliminate this cost.
The enhanced CPP is now fully phased in. For those still in their accumulation years, the decision of when to take CPP can mean a difference of over $200,000 in lifetime benefits.
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