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.

2022 Federal Budget

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

2022 Federal Budget (PDF, 150 KB) Opens in a new window.

Featured advice

Key estate planning documents (PDF, 865 KB) Opens in a new window.

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

It's 2022: Do you know what your tax rate is? (PDF, 210 KB) Opens in a new window.

This report will help you to understand how your income is taxed and why the “advertised” tax rate isn’t always what you end up paying.

Doing it right the first time! Avoiding the most common tax return errors (PDF, 200 KB) Opens in a new window.

Timely tax return advice to help you avoid common, potentially costly errors when preparing your tax return.

Five ways to minimize your 2022 tax bill (PDF, 135 KB) Opens in a new window.

The start of the new year is the perfect time to review your tax minimization strategies for the year ahead. Here are 5 things to consider early in 2022.

Getting the most out of your RRSP (PDF, 160 KB) Opens in a new window.

An RRSP is one of the best ways to save for retirement. You get a tax deduction on contributions. Plus, you pay no tax on the accumulated investment income inside the plan.

Tax filing in the ’20s: Mining the new tax return for extra money this spring (PDF, 210 KB) Opens in a new window.

The T1 Personal Income Tax Return was redesigned for the 2019 tax year. This report lets you know where to look in the form to claim valuable tax deductions and credits.

Prescribed rate loans: The 1% solution (PDF, 130 KB) Opens in a new window.

Here's how to use prescribed rate loans to split income with family members.

Intaxication: Why getting a tax refund may be a sign of poor financial planning (PDF, 135 KB) Opens in a new window.

Learn how to use your tax refund to your advantage. Even better, eliminate next year’s refund altogether and benefit from the taxes you save all year.

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