Taking Care Of Business - Golden Horseshoe

In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers.

In our conversations with people making the transition from their working years to retirement, many have done a great job of saving over time.

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes.

Our curated podcasts with fabulous advice for entrepreneurs from a variety of entrepreneurial experts. Check out all the episodes!

With the current stock market gyrations, people may wonder why they should invest in the stock market at all.

With the market decline this year, people want to know what they can.

When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes in retirement?”

When retirement planning, you may want to view your spending in three different phases.

Capital gains are the increases in the value of assets that you own, such as stocks and property.

In meeting with clients a common question we hear is,” Can we give money to our children to help with a home purchase?”

As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits you will not want to overlook.

Capital gain is defined as the profit earned on the sale of an asset that has increased in value and may include property, a business or shares.

There is an income tax saving strategy that is not often discernable either from the annual income tax guide or tax return form.

At retirement business owners may end up with investment assets within their CCCP, and this can be used for their retirement income.

Have you received a large amount of money and wondered how to invest for when you need it most?

Deciding to outsource your bookkeeping is a significant step for an organization. Using a third-party service can help in many ways that may not be obvious.

The Pros and Cons of Sponsorship and celebrity endorsement.

Investing within your CCPC offers the potential to defer the taxation versus simply paying out the income to yourself and then investing the after-tax capital.

If you had a life-changing accident or were diagnosed with a critical illness tomorrow, would you and your family be able to cope?

When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the assets value distributed via a will.

Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in 2019.

We review annually with clients how their estate will be distributed to their beneficiaries. We determine if there are any changes or ways to save on taxes.

Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement.

The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one?

Successful leaders can create a successful business if they follow the 9 principles of leadership.