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Income Tax

Man is reading the T5 from cashing in his whole life insurance policy, and checking his notes from when he bought it.

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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

How to calculate the taxable amount for a cashed-in whole life insurance policy
View of the parliament buildings in Ottawa

Financial Planning

Canada’s Budget 2023: What it means for you and your family

The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...

Canada’s Budget 2023: What it means for you and your family
A man walks along a European street wearing headphones and carrying a bag

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For Canadians living abroad, is it worth investing in foreign ETFs?

Canadians with extra savings overseas may wish to invest in foreign ETFs. However, there may be alternatives with less...

For Canadians living abroad, is it worth investing in foreign ETFs?
A woman nearing retirement waters her garden

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Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?

Should you withdraw from non-registered or TFSA investments in retirement?

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A man in a suit sits in his office typing at a keyboard

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The tax implications of working abroad for residents and non-residents of Canada

What taxes do you owe when working in another country if you’re a resident of Canada or have significant...

The tax implications of working abroad for residents and non-residents of Canada
A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

The final tax return after death: How it gets done in Canada

The final tax return after death: How it gets done in Canada
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Estate planning and trusts for a beneficiary with a disability
Multiple ranges of Canadian bills to symbolize the different levels of tax brackets in Canada for 2022.

Taxes

The 2022 tax brackets in Canada, based on annual income and broken down by province, too

The 2022 tax brackets in Canada, based on annual income and broken down by province, too

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A woman sits at her at-home office, prepping her tax return, looking at the 2022 credits she may qualify for.

Taxes

2022 Income Tax: New tax credits for Canadians

2022 Income Tax: New tax credits for Canadians

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