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

It’s 2023: Do you know what your tax rate is? (PDF, 185 KB) Opens in a new window.

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

Prescribed rate loan deadline fast approaching (PDF, 135 KB) Opens in a new window.

For prescribed rate loans, it's critical that the borrower pay the loan interest no later than 30 days after the end of the year.

Five ways to minimize your 2023 tax bill (PDF, 85 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 2023.

Enhanced trust reporting rules (PDF, 115 KB) Opens in a new window.

This report reviews what trusts will be subject to these new rules, which are effective for years ending on or after December 31, 2023. It also provides information on the enhanced reporting required.

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