Your December To Do List!

2020 with a green loading image

Written by Gwyneth James MBA CPA, CGA  Senior Partner Okay, I know…accounting is the farthest thing from your mind right now, but hear me out. There are just a few items that you need to take care of while you sip your glass of eggnog. If you have a business, don’t forget to take an … Read more

Home Buyer’s Plan and Lifelong Learning Plan

Written by:  Gwyneth James MBA CPA, CGA  Senior Partner You’ve been moving around and renting for the past five years or more, but now want to buy a home.  Unfortunately, the only savings you have are in RRSPs.  Don’t cash them in!  The Home Buyer’s Plan (HBP) allows you to “borrow” up to $25,000 of … Read more

Who Should Have a TFSA?

Written by:  Gwyneth James MBA CPA, CGA The Tax Free Saving Account (TFSA) has been around now for ten years and is pretty popular with good reason – everyone should have one. There is no tax deduction for contributions to a TFSA. The ‘tax free’ relates to any investment earned by the TFSA. It is … Read more

Tax Planning for Retirees

Written by:  Gwyneth James MBA CPA, CGA  Senior Partner Fall always feels like a time of new beginnings and some folks take time as the days cool to consider their year-end tax planning. Retirees should examine their year-to-date income and consider whether they should take more or less funds from their registered savings accounts (RRSPs … Read more

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