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While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings, resulting in an inability to enjoy life to the fullest throughout retirement.
The adage, "Discretion is the better part of valour," has never been more pertinent as the U.S. Federal Reserve cautiously navigates between the perils of inflation and deflation. In the world of economic policy, the Federal Reserve finds itself delicately engaged in a balancing act akin to a tightrope walker traversing a starlit sky obscured by clouds.
In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative.
When withdrawing from an RESP, there are a variety of considerations to keep in mind, such as is this the first time the beneficiary is attending post-secondary education, are they attending full or part-time, and what makes the most sense – withdrawing EAP and/or PSE.
Un régime enregistré d’épargne-études (REEE) est un compte de placement enregistré au Canada qui favorise l’épargne pour appuyer les études postsecondaires d’un bénéficiaire. Tout le monde (parents, membres de la famille et amis) peut ouvrir un REEE en tant que « souscripteur » au profit d’un enfant. Les cotisations investies fructifient en franchise d’impôt.
Download our province and territory-specific 2023 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card
Le transfert d’une entreprise familiale à la génération suivante est depuis longtemps une question fiscale litigieuse. Lorsqu’un propriétaire vend son entreprise à ses enfants ou à d’autres membres de la famille, il s’attend à juste titre aux mêmes avantages fiscaux que s’il l’avait vendue à un tiers acheteur.
Les Canadiens ont accès à une pléthore d’instruments fiscalement avantageux pour épargner et investir, qui présentent chacun des possibilités de planification et des compromis uniques, ainsi que leurs propres règles et conditions à respecter.
L'entreprise s'est préparée stratégiquement à poursuivre sa trajectoire de croissance, ce qui a constitué un élément clé de focalisation et de planification au cours des six derniers mois. La direction de Wellington-Altus continue d'évoluer et est prête pour cette nouvelle phase, qui inclura une structure rehausser pour le soutien des conseillers.
A Registered Disability Savings Plan (RDSP) is a tax-sheltered savings vehicle designed to help families ensure the long-term financial security of a loved one affected by disability.
There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within the digital asset space. Many will be surprised, but those who take a minute to review how society has historically absorbed innovations will understand that what’s occurring is quite normal. Blockchain’s time has come, and Wall Street is embracing it.
The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of home ownership.
We believe that an AI-driven productivity growth investment boom will be this cycle’s Gold Rush, and when coupled with demographics (Millennials), should provide the catalysts to reignite the secular bull market into the next decade.
La Financière Wellington-Altus inc. a annoncé aujourd’hui que sa division Gestion privée de patrimoine, Wellington-Altus Gestion Privée inc., a conservé sa première place en tant que société de conseil en placement du Canada dans le Brokerage Report Card 2023, pour la quatrième année consécutive.
Background. The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.
With the collapse of FTX and the fraud surrounding the crypto space, many have jumped to the incorrect conclusion that the era of blockchain is over, done, akin to the long list of bubbles throughout history. Unfortunately, fraud happens all the time. As former Federal Reserve Chair Alan Greenspan states: “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” Thus, the FTX scandal will not stop blockchain—an open-source, transparent, distributed-ledger innovation— from transforming business practices.
Everyone’s situation is unique. Tax is important, but incorporated business owners and professionals should also consider retirement planning, lifestyle and corporate cash flow needs when deciding to take compensation as salary, dividends, or a combination of the two.
Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada's top-rated wealth management company*, today welcomed Jon Kilfoyle as Executive Vice-President, Products & Platforms of Wellington-Altus Financial Inc.
For many Canadians who are not otherwise U.S. persons (“Canadian”), owning property in the U.S. may represent an investment opportunity, a home away from home and an escape from the colder winter months.
Plus du cinquième des Canadiens de plus de 18 ans vivent avec un handicap,1 souvent en ayant des besoins spéciaux qui peuvent entraîner des coûts importants. Il existe un vaste réseau d’aides, des programmes et des règles fiscales conçus pour aider les Canadiens et alléger le fardeau financier qui peut parfois accompagner un handicap,
Le compte d’épargne libre d’impôt (CELI) permet aux Canadiens d’épargner et d’investir des fonds libres d’impôt afin de financer une vaste gamme d’objectifs financiers à court et à long terme. Le CELI a été mis en place en 2009 pour offrir aux Canadiens un compte supplémentaire assorti d’un avantage fiscal afin d’augmenter leur épargne pour des besoins à long terme,
