Everyone loves the sound of tax-free. So, the name Tax Free Savings Account (TFSA) causes ears to perk up around Canada. To help you make the most of your tax-free opportunities, we’ll cover TFSAs in detail with their benefits and drawbacks.

One of the sure signs of tax season, as a financial advisor, are the questions about tax-sheltered investments. One of the biggest we get asked is should I invest in a TFSA or an RRSP?

It’s one thing when a few aspects of your financial security go pear-shaped, but when the whole thing, from the economy to the markets, through to your job-security goes out the window, it’s hard not to panic. But the first and most important part of good, financial advice during COVID-19 is: Don’t panic.

Determine your pension income splitting eligibility with this easy to follow guide on what pensions you can split, who you can split them with, and how to do it.

Meeting your accountant at tax-time isn’t just showing up, running the numbers, and then leaving. Or at least it shouldn’t be. While you may walk away with a tax refund, you’ll be missing out on much more – like a plan to minimize the impact of taxes on your income. To help you take advantage of everything your accountant can do for you, we’re going to cover 5 questions you can ask to open up the conversation and get the most out of your experience.

How to spur on an informative conversation with your accountant that will save you money.