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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.

Your 2020 personal tax return: COVID-19 benefits and tax planning

If you received benefits related to COVID-19, you should be aware of the tax implications and requirements for reporting when completing your tax filings.

Home office expenses, automobile benefits for 2020 tax return

Information about how working from home during the COVID-19 pandemic in 2020 could impact your 2020 personal tax return.

Tax and investment planning tips for 2020 year end

With 2020 soon coming to a close, it’s time to start thinking about year-end tax and investment planning. 

Understanding Alberta’s 2021 eligible dividend tax rate change

Alberta residents should expect a tax increase for eligible dividends in 2021. Here are the details.

Understanding your personal taxes in Alberta

An overview of how to calculate your personal tax rate, including basic tax concepts and how the amount of tax you pay is determined.

Prescribed rate loans: an income splitting opportunity

How you can use a prescribed rate loan for transferring income from a higher income-earning family member to a lower income-earning family member, such as a spouse.

Clouds covering mountains

2020 Alberta budget tax and benefit highlights

Tax and benefit highlights of the 2020-2021 Alberta provincial budget that was presented by President of the Treasury Board and Minister of Finance, Travis Toews.

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.

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