This Month’s Poll

Do you agree with the government’s plan to introduce the new  Canada Groceries Essentials Benefit (CGEB)?

Inflation continues to be top of mind for most of us as we see prices increase at the grocery store, gas station, and pretty much everywhere else.  Advisors and clients can build out defensive strategies with a better understanding of inflation in today’s context; the subject of this, the first of a three-part series.

By definition, payroll remittances are mandatory statutory deductions withheld from an employee’s pay by an employer for the purposes of funding government programs.  But are they a tax? The answer is yes, and this is why:

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On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD,  on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.

The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.   

Fall is in the air which means, from a financial planning perspective, a transition to year-end tax planning activities! Tax savings are such an important hedge against inflation, but Canadians are missing out: