Book a Discovery Call!

Let's Chat

Proposed changes to principal residence exemption in 2023 (September 2022)

One of the most valuable tax and investment strategies available to Canadians is home ownership. While the real estate market can (and does) go and up...

Read more about Proposed changes to principal residence exemption in 2023 (September 2022) ➞

The CPP post-retirement benefit - deciding whether to continue contributing (September 2022)

Transitioning into retirement is a complex process, one which involves decisions around finances (present and future) as well as one’s way of life.

Read more about The CPP post-retirement benefit - deciding whether to continue contributing (September 2022) ➞

Tax breaks for the upcoming post-secondary school year (September 2022)

This year, for the first time since 2019, most (if not all) post-secondary students will be preparing to go to (or return to) university or college fo...

Read more about Tax breaks for the upcoming post-secondary school year (September 2022) ➞

Finance releases details of First Home Savings Accounts (September 2022)

In this year’s budget, the federal government announced a number of measures to help Canadians who are trying to put together a down payment for the p...

Read more about Finance releases details of First Home Savings Accounts (September 2022) ➞

When the taxman has a few questions about your return (August 2022)

By the beginning of August almost every Canadian has filed his or her income tax return for the previous year and has received the Notice of Assessmen...

Read more about When the taxman has a few questions about your return (August 2022) ➞

Application process for business pandemic relief programs still open (August 2022)

Canadian businesses should be aware that, while many programs which provided payroll or expense supports for businesses during the pandemic ended on M...

Read more about Application process for business pandemic relief programs still open (August 2022) ➞

Managing debt in a rising interest rate environment (August 2022)

Since 2009, Canadians have been living (and borrowing) in an ultra-low-interest-rate environment. Between January 2009 and January 2022, the bank rate...

Read more about Managing debt in a rising interest rate environment (August 2022) ➞

How to respond to a first Instalment Reminder from the Canada Revenue Agency (August 2022)

By the time August 2022 arrives, virtually all individual Canadians have filed their income tax return for the 2021 tax year, have received a Notice o...

Read more about How to respond to a first Instalment Reminder from the Canada Revenue Agency (August 2022) ➞

Claiming a deduction for summer child care costs (July 2022)

As pandemic restrictions ease, the option of sending kids to summer camp is once again a realistic one and, for both kids and parents, the possibility...

Read more about Claiming a deduction for summer child care costs (July 2022) ➞

The start of a new federal benefit year – claiming your child and family benefits (July 2022)

At a time when Canadian households are coping simultaneously with rising interest rates and an inflation rate which recently hit its highest point in...

Read more about The start of a new federal benefit year – claiming your child and family benefits (July 2022) ➞

Paying the piper – the CRA starts collection of pandemic benefit overpayments (July 2022)

When a public health emergency was declared in March of 2020, the focus for the federal government was getting pandemic benefits into the hands of eli...

Read more about Paying the piper – the CRA starts collection of pandemic benefit overpayments (July 2022) ➞

Creating cash flow from home equity (July 2022)

If Canadians have the feeling that they are being squeezed from all sides when it comes to household finances, it’s because they are.

Read more about Creating cash flow from home equity (July 2022) ➞