Entries by David Roberts

Monthly Market Update – March 2018

What happened in March and the first quarter?  Several market events occurred in March that haven’t recently transpired but many activities are seeming very familiar.  Volatility continues to be ‘new’ for 2018, and Donald Trump’s agenda has similarities to policies that have been in place in the past, and until his Presidency, would not have […]

Lifetime Capital Gains Exemption

The Importance of the capital gains exemption for owner-managers Since 1985, the capital gains exemption has been available to Canadian business owners.  The concept is simple – if you sell shares of a qualifying corporation for a gain, you may not be taxed on some or all of that gain.  The amount of the gain […]

RRSP Loans

Contribute today, save for tomorrow Keep your retirement dreams on track Do your retirement goals involve travel? Family? Pursuing a passion? Whatever it is, one of the best ways you can reach your goals is with a Registered Retirement Savings Plan (RRSP). Annual RRSP contributions can reduce the amount of income tax you pay each […]