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Taxes

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Taxes •

New capital gains rules may put corporations at risk

On June 25, 2024, the changes proposed by the federal budget took effect and the capital gains inclusion rate (CGIR) rose from one-half to two-thirds. However there are still some details that need to be ironed out, particularly for private corporations. A complex calculation is now in place to determine how much corporations can distribute…
Economy, Taxes •

Capital Gains Changes: Impacting Taxpayers and Business Owners

Since the proposed federal budget was released in April, there has been a lot of talk about what the changes—particularly to capital gains tax—will mean for Canadians. For entrepreneurs thinking about retirement, the process will be a lot more complicated than simply notifying their employer that they will be leaving the company. Many business owners…
Economy, Taxes •

How Does the 2024 Federal Budget Impact You?

The 2024 federal budget was recently released and it includes a number of proposed tax changes. The change to capital gain tax is one topic that has prompted much debate and anxiety. We want to cut through the noise and explain what is happening, how it could potentially impact you, and what you can do…
Taxes •

Is your TFSA being taxed?

A tax-free savings account is, by definition, well . . . tax free. But there is a scenario in which your account can be taxed 1% per month. How is this possible? The answer is in the event of over contribution. In 2022, the government of Canada received $132 million in over contribution penalties. (Source: The…
Growth, Health, Income, Legacy, Lifestyle, Taxes •

Myths vs. Realities

It has been a wild two years. Post-pandemic uncertainty. Volatile markets. Geopolitical risk. It’s no wonder people are experiencing fear. However, when you make investment decisions based on emotions rather than on strategy, it can cause your retirement plans to go off the rails. The best way to fight fear is with facts. We want…

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More Than Money

Are you worried about running out of money in retirement?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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