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Tax and Protection

One of the only certainties in life.

Develop a tax strategy that complements your larger financial plan.

A developed tax strategy can have a significant impact on your income and growth, during working years and in retirement.

Tax and investment planning tips for 2019 year end

With 2019 soon coming to a close, it’s time to start thinking about year-end tax and investment planning. 

What is the Foreign Account Tax Compliance Act (FATCA)?

The Foreign Account Tax Compliance Act is an American law that aims to prevent US taxpayers from using accounts held outside the US to evade American taxes

Tax highlights from the 2019 federal budget

Tax measures announced in the budget includes changes impacting registered plans, the stock option deduction cap, Canada training credit and more.

What is Common Reporting Standard (CRS)?

Common reporting standard, or CRS, is an international organization aimed at preventing tax evasion.

2018 Alberta provincial budget tax highlights

The President of the Treasury Board and Minister of Finance, Joe Ceci, presented the 2018-2019 provincial budget on Thursday, March 22.

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