by The Empowered Investor | Apr 20, 2023
Countering bad advice, especially during tax season, is crucial. So we reached out to expert and tax specialist Réginald Pierre-Louis to bust several tax myths and give you the facts to help ensure that you file accurate returns. His expertise can help ensure that you receive money the government owes you and avoid penalties for underreporting.
by The Empowered Investor | Mar 29, 2023
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
by The Empowered Investor | Feb 15, 2023
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.
by Tulett, Matthews & Associates | Jul 27, 2022
Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.
by The Empowered Investor | Jun 2, 2022
The Tax-Free First Home Savings Account (FHSA) is coming, giving first-time homebuyers the ability to save $40,000 towards the purchase of a home. What is the FHSA and what should you consider?
by Tulett, Matthews & Associates | Apr 18, 2022
Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.
by Tulett, Matthews & Associates | Oct 13, 2021
Discover essential insights on navigating the complexities of death & taxes: executor roles, legal and financial planning importance, will implications, post-death investment handling, and estate winding-up delays.
by Tulett, Matthews & Associates | Sep 29, 2021
Today we discuss the unique considerations doctors have when planning their finances – early career challenges, what to do about student loan debt, whether they benefit from forming a corporation, the advantages of RSPs and IPPS, and what doctors need to think about when it comes to retirement planning.
by The Empowered Investor | Feb 25, 2021
Hugh Campbell gets you up to speed on the key areas you should be thinking about as you prepare to file your tax returns this year.
by The Empowered Investor | Jan 16, 2021
From record low interest rate levels to the success of speculators, we explore what these surprises in 2020 mean for the empowered investor.
by The Empowered Investor | Nov 5, 2020
We think the best way to achieving your financial goals is through index-based or passively managed asset class investment vehicles, learn why!