A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the pandemic were on tap at the Institute of Advanced Financial Planners’ virtual symposium. Peter Bowen, vice president of tax and retirement research with Fidelity Investments Canada ULC, gave his annual tax and retirement update on Thursday. One topic […]

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A woman we’ll call Brooke, 46, lives in Ontario with her son, Carl, who is 13. A school teacher, each month she earns $7,724 from her job before tax, $600 from doing tutoring privately and $1,200 from renting a […]

By: David Christianson, BA, CFP, R.F.P., TEP, CIM “Dollars and Sense” I became unusually incensed a couple of weeks ago. CBC Radio had a national “news” piece, in which they interviewed a woman on the east coast who was outraged that the CRA had requested quarterly income tax instalments from her. “How am I supposed […]