Budget RecapThe Liberal government’s first budget, Growing the Middle Class, was delivered Tuesday by the Honourable Bill Morneau, Minister of Finance.…
Keeping You on Your Tax ToesIt’s March which means T4s (statements of remuneration paid) and T5s (statements on interest and dividends paid) have all been…
Personal Retreats RevisitedI was recently asked by some friends to outline my personal retreat. I have completed my 16th annual retreat and…
To RRSP or Not to RRSP, That Is The QuestionIt’s RRSP season. Many of us invest in our RRSPs annually almost out of habit. Let’s toy with some numbers.…
A Few ProverbsMy father once told me, “Smart people learn from their experiences. Really smart people learn from the experiences of others.”…
Open for BusinessA short while ago our partner group went on a retreat. We rented a big house and spent a few…
The Pre(tend)-Post-MortemIt is hard to be optimistic about the Canadian economy today. Reports are negative. The Canadian dollar is losing value. …
Year End Tax Planning IIIRegistered Retirement Savings Plan contributions to be deductible for 2015 do not need to be made by December 31, 2015. …
Year End Tax Planning IIShares with unrealized capital losses in your investment portfolio must be sold in order to use the loss. The shares…
Year End Tax Planning IA number of items are deductible only if they are actually paid. An example is a charitable donation. For a…
Nicholas WintonI discovered Nicholas Winton this week. I had never heard of him before. In 1939 he saved 669 Czechoslovakian children…
Taking SecurityIn 1999 we suggested that if you had a shareholder loan to your company, you should secure it with a…