2025 Financial Calendar

Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you're planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2025.

2024 Year-End Tax Tips and Strategies for Business Owners

Discover essential 2024 tax strategies tailored for business owners! From optimizing compensation and preserving the Small Business Deduction to maximizing the Lifetime Capital Gains Exemption, these tips can help save on taxes while planning for your business's future.

2024 Personal Year End Tax Tips

Get ready for tax season with our 2024 guide! Discover actionable tips for families, retirees, students, and investors, including insights on TFSAs, RRSPs, capital gains changes, and much more. Don’t miss these strategies to make the most of your tax year.

Understanding the Registered Education Savings Plan (RESP)

Unlock the power of an RESP to secure your child’s educational future. Learn how tax-deferred growth, government grants, and flexible contribution options can ease the burden of rising post-secondary costs. Plan today for a brighter tomorrow!

Why Life Insurance Should Be Part Of Your Estate Planning

By working hard and carefully managing your money, you've set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning. In addition, you need to consider your estate planning's tax implications and how life insurance can help reduce the tax burden your heirs will face. We'll tell you about: • What kind of assets you can include in your estate. • How life insurance can be used to cover tax liabilities. • Other reasons you may want to have life insurance as part of your estate planning.

Estate Planning for Blended Families

Blended families – where two people get married but have children from previous relationships – are becoming more common. On top of the day-to-day challenges of blending a family, new spouses also have to figure out how to plan their estates, so everyone is properly taken care of. We cover all of the following a blended family must consider while estate planning: • Sharing the Family Home • Make the Most of a Registered Retirement Savings Plan • How to Share Non-Registered Investments and Other Assets • Why It's Important to Select a Good Trustee • The Advantages of Life Insurance for Blended Family Planning

Empowering Your Family’s Financial Future: A Comprehensive Guide to Budgeting

Secure your family's financial future with effective budgeting. Learn how to gain financial clarity, achieve your goals, and prepare for emergencies in our comprehensive guide.

Getting Ready for Money Emergencies

Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.

How To Use Insurance To Provide Your Family With Financial Protection

The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill: - Life insurance. - Critical illness insurance. - Disability insurance.

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.