Category Archives: taxes

What You Need To Know About Filing Your 2021 Taxes

by Jenny Reimer, CFP® Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to share some helpful tips for preparing your 2021 taxes. Since the traditional deadline of April 30 … Continue reading

Posted in Financial Planning, taxes




Investments Plain and Simple

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


5 tax filing tips to save you time and money

By Leslie Gardner, FPSC Level 1® Certificant in Financial Planning 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 … Continue reading

Posted in For your information, Small Business, taxes


10 ways to minimize your tax bill

This post was updated in February 2016. 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