Taxation Strategies

Navigating with intent: how and why financial planning works

Sep 24, 2021

By Trevor Fennessy, BBA, CFP

In this blog we share how the financial planning process works and highlight six key areas an effective plan should focus on. Whether it’s planning for retirement, the purchase of a recreational property, or saving for a child’s post-secondary education, a comprehensive financial plan can help you achieve what matters the most in your life.

More than memories: tax considerations in cottage succession planning

Aug 13, 2021

By Kim Stevens, CFP^®, CLU^®, CHS

Whether you call it a cottage, cabin or chalet, these treasured family retreats are much more than a piece of real estate. In this article, we explore different avenues that a family can take when they are faced with the decision to sell their cottage or keep it for the next generation.

Benefits of giving through Donor Advised Funds

Jun 25, 2021

By Kevin Dehod

There is a common misconception that Donor Advised Funds (DAFs) are very complex structures and reserved for multi-millionaires. However, DAFs are accessible and can provide a great level of flexibility and significant tax advantages in planning your philanthropic efforts.

Book Value: Clarifying a Common Misconception 

Jan 14, 2020

By Anna Premyslova

Don’t misjudge your portfolio returns by using book value as a goalpost for performance. In this article, we go over the fundamentals of book value and its taxation implications for investors.

Executorship - "Smoothifying" the Process

Oct 19, 2019

By Danica Doucette-Preville

In our latest blog, Danica provides a summary of the full life cycle of an estate and the duties of an executor.

Don't Let the Tail Wag the Dog

Jun 19, 2018

By Russ MacKay

We discuss impacts of the new tax legislation surrounding Canadian Controlled Private Corporations.

Increasing Your Households After-Tax Income

Mar 06, 2018

By CWB McLean & Partners Research Team

While there have been many changes announced which may increase a person’s taxes, there is still one legitimate strategy worth considering to reduce taxes – income splitting using a spousal loan.

Planning for Higher Taxes

Nov 04, 2015

By Russ MacKay

With any new government, the introduction of new legislations may come as a bit of a surprise, especially in the case of tax laws. While incorporating tax efficiencies should always be considered, the upcoming rates only amplify the importance of planning for high-income earners. In order to effectively navigate the waters, we provide several tax-saving strategies for your consideration.

Change in Alberta Carbon Emission Tax System

Jun 30, 2015

By Edward Friedman, CFA, MBA

Alberta's climate change regulatory system, which was due to expire at the end of June, 2015, was extended to 2017, as an interim measure by the newly-elected NDP government.

Taking Advantage of Income Splitting Loans

May 19, 2015

By CWB McLean & Partners Portfolio Management Team

When considering wealth management options and the resources available, it's important to note that only one portion of the plan deals with asset investment. The big picture ties in other areas that provide you with peace of mind when it comes to your family's well-being, and in addition provides individuals numerous advantages when considering the options available.