5 Safe Investment Strategies

5 Safe Investment Strategies

Are you looking to create an investment portfolio that offers substantial returns and low risk? Follow these tips for safe investment strategies that our financial planners use to get clients maximum returns on their investments. Compound Earnings If you want your money to grow significantly, you need to set it up to compound returns. How […]

4 Ways Investing Can Become Your Secondary Income

4 Ways Investing Can Become Your Secondary Income

Looking for ways to become financially free before retirement? You can start receiving another stream of income every month just by investing. When done correctly, strategic investing can help top up your income, and in some cases, even allow you to retire early. This article will show you exactly how investing can become your secondary […]

5 Tax Refunds that Parents Can Take Advantage of

5 Tax Refunds that Parents Can Take Advantage of

Are you missing out on significant tax refunds? According to Turbo Tax, only seven percent of Canadians take advantage of childcare related tax credits. In fact, some people are missing out on up to $8,000 per year in rebates. To put more money back in your pocket and save thousands every year, here are five […]

Self-Employed? Here Are 5 Tips to Help Nail Your Taxes

Self-Employed? Here Are 5 Tips to Help Nail Your Taxes

Being your own boss has its perks, but it also comes with additional responsibilities. Taxes, being one of them, can be particularly complicated and confusing when you’re self-employed. It’s wise to talk to a professional who can help you plan, organize, and submit your forms to avoid penalties from the CRA. If you’re in need […]

5 Investment Strategies Which Can Lower Your Taxes

5 Investment Strategies Which Can Lower Your Taxes

Are you tired of paying through the roof in taxes? Let us show you some simple investment strategies which can lower your taxes and put more of your money back in your pocket. Defer Your Taxes One way to lower your taxes is to defer them into future years. The reason to do this is […]

6 Common Myths About the Canadian Tax System

6 Common Myths About the Canadian Tax System

No one is exempt from paying taxes in Canada! Surprisingly though, many Canadian citizens aren’t’ fully aware of how the tax system work – they have a general knowledge and know how much they are taxed – but they don’t really understand the details. Many people actually believe common myths that have been kept alive […]

How Does Estate Planning Reduce Probate and Taxes?

How Does Estate Planning Reduce Probate and Taxes?

Do you know what happens to your estate after you pass away? After death, your executor is responsible for securing all your assets, paying your debts, and applying for probate. Although there isn’t an estate tax in Canada, there are other fees that exist to process and probate your will. And like all other debts, […]

Understanding the Tax Implications of Family Gifts and Loans

Understanding the Tax Implications of Family Gifts and Loans

It’s not uncommon for parents to financially support their children well into their twenties and sometimes even in their thirties and forties. With the Canadian housing market being increasingly difficult to enter for first time buyers, parents are becoming more involved with helping their children afford a down payment and more. Some even assist their […]

*The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd.