Mike Gibbs' Quarterly Equity Market Update
12/14/2022
Markets & Investing
Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy
Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning
Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials
Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning
2024 Federal Budget Highlights
4/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning
Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies
Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning
Annual and Perennial Tax Season Planning
4/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning
Preparing for Retirement | Non-Financial Retirement Planning
4/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
Think you do not have a trust filing requirement? . . . Think again!
4/1/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning
2024 Income Tax Update
3/28/2024
Watch our latest Client Insights webinar.
Tax Planning
2024 Ontario Budget Highlights
3/28/2024
On March 26, 2024, Peter Bethlenfalvy, Minister of Finance tabled the 2024-25 Ontario budget.
Tax Planning
US Citizens in Canada - Tax Implications of Owning a Canadian Home
3/27/2024
US citizens living in Canada should understand the various US and Canadian tax rules related to owning a Canadian home.
Tax Planning