In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and U.S. Expatriates
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team would like to share our thoughts.
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in the coming year. This forum hosts the chief economists from Canada’s six largest banks.
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention to early in the year. Topics include: TFSA Contributions & Limits, Income Splitting, RRSP Contributions, Setting Goals, Insurance Coverage, and Leading Indicators.
Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.
I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is positioned as the future of financial advice and a better way for consumers to invest their savings. It consists of investment firms using technology to manage investment portfolios, offering some …
Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.
We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create a common-sense, low cost, no-fighting and income tax minimized estate plan. Let me talk to you about twenty-five years of helping people take care of the people and causes they …