Income attribution rules

Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years,....

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Alternative strategies for tax sheltered financial planning

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Dividend investing

To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....

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What are segregated funds?

Segregated fund policies give you the freedom to invest while offering insurance protection to preserve your savings...

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What are mutual funds?

Explore what mutual funds are and how they work so you can build your investment plan to help you reach your financial goals...

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Why you should choose a beneficiary

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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Goals-based investing: Why it’s good for financial planning

Let’s look at the basics of what goals-based investing is and how it can help you...

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Is value investing right for you?

With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...

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Take your donation dollars further

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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