Many Canadians own investment portfolios through a holding company (a “Holdco”) for a variety of reasons. But how are income and gains earned on investments held inside the Holdco taxed?

When putting together your estate plan, there are many issues to consider and having the right documents in place will go a long way toward your intentions being followed.

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Registered plans can have a big impact on family wealth.

Making a charitable gift in your will is a great way to benefit the community and save taxes.

With real estate values increasing significantly in the past year, and notably so for vacation properties, it’s also a good time to do some estate planning for the potential transfer of your cottage, chalet or cabin to future generations.

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

Prescribed rate loan deadline fast approaching

Here’s a quick overview of how employee stock options work, the current tax treatment, and the new proposed tax treatment for some newly-issued options granted as of July 1, 2021.

For many families, trusts can play an integral role in the planning process.

The pros and cons of naming a charity in your will versus designating the charity as a beneficiary of a registered plan.