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Smith Falconer Financial Group
Home
Our Team
Our Values
Our Process
Our Partners
Financial and Estate Planning Partners
Financial and Estate Planning
Our Insights
SFFG Insights
Videos
Articles & Reports
Market Commentary
Our Community
Articles & Reports
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Articles & Reports
2023 Tax Slips Checklist
Stay organized with our 2023 Tax Slips Checklist
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T5008 - Statement of Securities Transactions
Details of security positions that were sold, redeemed during the 2023 tax year
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Canadian Banks - Long Term Opportunity
Canadian banks are some of the most well-capitalized, safest financial institutions globally, and long-term investors are being paid to hold onto them. Very often, the best time to invest in Canadian banks is in the midst of a recession, and CIBC Asset Management continues to see medium to long-term strength in the Canadian banking sector.
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Alternative minimum tax: Impact on charitable giving
Draft legislation containing proposed changes to the AMT rules was released on August 4, 2023. This report will summarize the proposed impact to charitable giving.
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Strategic Philanthropy
Kate Lazier, Director of Philanthropy and Legacy Planning, CIBC This report provides you with a brief overview of strategic philanthropic planning including choosing charities, donor advised funds, tax benefits of charitable giving, and types of charitable gifts.
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Trusted Contact Person
A trusted contact person is someone who can help us, help you, if you need it.
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CANADIAN DEPOSITARY RECEIPTS
CDRs are the Canadian take on this 100-year old product, with one important distinction: the addition of a notional currency hedge.
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Clarifying Book Value
Who would have thought "book value" was so confusing? This article from EdgePoint Wealth clarifies a common issue on your account statements
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Tax Loss Selling
Tax-loss selling strategies
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Missing the Point
Financial and tax considerations of loyalty point redemptions.
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RRSP Contribution Checklist
RRSP Contribution Checklist
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RRSP Quick Reference Summary
RRSP Quick Reference Summary
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Enhanced Performance Reporting
Enhanced Performance Reporting
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The Role of an Executor
See how CIBC Trust can help you with the many duties and challenges that you may face as an Executor.
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Donating Securities to Charity
Charitable giving can contribute to minimizing taxes during your lifetime and can go a long way to protecting your assets for your heirs.
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Charitable Giving With Life Insurance
In Canada, it is more tax-efficient to donate your publicly traded securities "in-kind" directly to the charitable organization of your choice.
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Donor Advised Funds
Donor Advised Funds are one of the most effective ways to provide long-term support to charity, while also benefitting from the tax advantages of charitable donations.
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A 10-Step Guide to an Effective Estate Plan
The Estate Plans of Effective People
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Critical Illness Insurance
Bridging The Gap Between Life Insurance And Disability Insurance
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Tax Planning with TFSA
According to the government, the TFSA is a "flexible, registered general-purpose savings vehicle that allows Canadians to earn tax-free investment income to more easily meet lifetime savings needs."
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What's up dock
Tax & estate planning for your vacation property
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Trusts - An Introduction
Trusts can be highly effective wealth management vehicles, especially for income splitting, tax and estate planning purposes and wealth protection.
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