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.

Featured advice

2019 year-end tax tips (PDF, 85 KB) Opens a new window in your browser.

As year end approaches, this report reviews some tax tips that you might want to consider.

A portfolio less taxing: Understanding the taxation of investment income (PDF, 80 KB) Opens a new window in your browser.

This report reviews the tax treatment of the most common forms of investment income and deductible investment expenses.

Video: 2019 year-end tax tips. 6:17. Opens in a pop-up

Jamie Golombek discusses some tax tips that you might want to consider as year end approaches.

Transcriptfor the video 2019 year-end tax tips. Opens a new window in your browser.

Video: How is investment income taxed. 3:45. Opens in a pop-up

Debbie Pearl-Weinberg describes how different types of investment income can impact the after-tax amount you get to keep.

Transcriptfor the video How is investment income taxed. Opens a new window in your browser.

A couple sitting on a bench at a beach

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

3 university students chatting

Registered Education Savings Plan (RESP)

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

Learn moreabout RESPs



Get started