Tax changes in 2026 may appear modest, but understanding updates to income thresholds and registered account limits can support more effective planning.
2025 Pooled Fund Realized Distribution Guidance
2025-11-28, Vanessa McNabb
This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.
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What You Need to Know About Tax Planning in 2025
2025-01-29, Vanessa McNabb
With the sudden prorogation of Parliament, many Canadians are left wondering how the proposed increase to the capital gains inclusion rate will impact them.
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2024 Pooled Fund Realized Distribution Guidance
2024-11-25, Vanessa McNabb
This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.
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Protecting Vulnerable Clients
2024-11-13, Vanessa McNabb
An overview of types of financial abuse and how you can protect yourself and your loved ones.
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Optimizing Tax Efficiency
2024-01-24, Vanessa McNabb
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.