Categories: taxes

5 tax filing tips to save you time and money as you file your 2024 taxes

Posted on: March 18, 2025

By Noel D’Souza, CFP® Director, Communications If the thought of tax season makes you squirm, you’re not alone, but being prepared, filing on time and knowing what you can deduct will help you get the job done with more left over … Continue reading →

Posted in For your information, Small Business, taxes


What You Need To Know About Filing Your 2023 Taxes

Posted on: March 12, 2024

By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading →

Posted in Financial Planning, taxes






Investments Plain and Simple

Posted on: September 5, 2019

How Investments Are Taxed When making investment decisions, it is wise to consider the various tax implications – both positive and negative. As always, first remember that your investments should reflect your goals and values, your time frame and your … Continue reading →

Posted in Financial Literacy, Investing, Retirement savings, taxes


10 ways to minimize your tax bill

Posted on: March 25, 2013

This post was updated in March 2025. The Canada Revenue Agency (CRA) has offered a timely list of tax tips, including ways to save money at tax time. Here’s a summary plus a few of our own. For Individuals: 1. Plan … Continue reading →

Posted in taxes