by afa | Sep 4, 2024 | Blog, disability, Family, Investment
Registered Disability Savings Plan (RDSP) ExplainedPlanning for the future financial security of individuals with disabilities is a priority for many families. The Registered Disability Savings Plan (RDSP) is a valuable tool that offers long-term financial security...
by afa | Jun 3, 2024 | Blog, Debt, disability, Disability Insurance, Family, financial advice, Financial Planning, Individuals, Insurance, RDSP
Taking charge of your family’s financial well-being through effective budgeting is a crucial step in securing a brighter future. We’ll explore the significance of budgeting and provide practical tips to help you manage your money wisely while ensuring the...
by afa | Apr 22, 2024 | 2024, Blog, business owners, Family, financial advice, Financial Planning, Individuals, Investment, Retirees, Retirement
With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
by afa | Apr 18, 2024 | Blog, business owners, Estate Planning, Family, Financial Planning, incorporated professionals, Individuals, Investment, mortgage, personal finances, Professional Corporations, Professionals, Retirees, Retirement, tax
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget. While there are no changes to federal personal or corporate tax rates, the budget introduces: An increase in the portion of capital gains...
by afa | Apr 3, 2024 | 2024, Blog, corporate, Family, financial advice, Financial Planning, tax
This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
by afa | Feb 1, 2024 | 2024, Blog, business owners, Estate Planning, Family, financial advice, Financial Planning, Individuals, Investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account
Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...
