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, 135 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.

Strategic philanthropy (PDF, 800 KB) Opens in a new window.

There are many benefits to charitable giving — from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

Five ways to minimize your 2021 tax bill (PDF, 130 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 2021.

Selling the family business? The tax rules are in flux (PDF, 135 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.”

2021 year-end tax tips (PDF, 185 KB) Opens in a new window.

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

The best school supply? RESPs (PDF, 105 KB) Opens in a new window.

The best school supply is a well-funded education savings plan, ideally in the form of a Registered Education Savings Plan (RESP).

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