Tax strategies to help you achieve your goals

Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.

The Canadian Parliament’s Peace Tower.

2021 federal budget

Learn how this year’s federal budget could affect you. 

2021 federal budget (PDF, 145 KB) Opens in a new window.

Featured advice

Estate preservation and enhancement (PDF, 530 KB) Opens in a new window.

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Charitable estate gifts (PDF, 655 KB) Opens in a new window.

Making a charitable gift in your will is a great way to benefit the community and save taxes.

Your estate matters!
Common traps and how to avoid them (PDF, 155 KB) Opens in a new window.

Many estate planning mistakes are a result of inexperience and lack of knowledge. This report will help identify 2 of the most common mistakes people make with their estate plans, as well as some strategies to remedy them.

Selling the family business? The tax rules are in flux (PDF, 140 KB) Opens in a new window.

If you are considering transferring your incorporated business to a family member, you may be wondering about the tax implications.

Ten RRSP hacks (PDF, 185 KB) Opens in a new window.

An RRSP allows you to set aside income for retirement. Here are 10 hacks that will help you reap the full benefits of your contributions.

Tax planning with TFSAs (PDF, 160 KB) Opens in a new window.

According to the government, the TFSA is a “flexible, registered general-purpose savings vehicle that allows Canadians to earn tax-free investment income to more easily meet lifetime savings needs.”

What’s up dock? Tax and estate planning for your vacation property (PDF, 210 KB) Opens in a new window.

During the summer months, many families spend time together away from the hustle and bustle of daily living, but what is your transition plan for your vacation home?

For richer or poorer: Financial planning tips for newlyweds (PDF, 160 KB) Opens in a new window.

Whether you’re a couple who’s about to get married or you’re simply considering moving in together, it’s important to have an open and frank discussion about finances before you take the big step so you can agree on how your finances will be handled.

Retirement planning

It’s time for retirement planning to evolve into life planning. Explore the stages of life and retirement planning

Learn moreabout stages of life and retirement planning

Registered Education Savings Plan (RESP)

It’s never too early to begin investing in your child's post-secondary education.

Learn moreabout RESPs