Wealth Planning

Year End Tax Planning Considerations for Small Business Owners

Wealth Planning | Dec 11, 2018

As we approach the upcoming 2018-2019 tax season, we want to remind small business owners of some important tax planning considerations. The Income Sprinkling – Simplified Rules for Business Owners…

Assante launches new Charitable Giving Program

Wealth Planning | Jul 10, 2018

Many Canadians choose to make an impact each year by donating their time, expertise, or though monetary donations — there are many reasons and ways to give, and the decision…

Finally Some Clarity… The Passive Income Rules

Wealth Planning | Jun 4, 2018

A sigh of relief… After more than nine months of waiting, business owners have finally learned how income on corporate savings will be taxed moving forward. These have been uncertain…

2018 Federal Budget Commentary

Wealth Planning | Mar 1, 2018

On February 27, 2018, federal Finance Minister Bill Morneau tabled the Liberal government’s highly anticipated budget – the third since the October 2015 election. The budget, titled “Equality & Growth…