The following documents are a courtesy of Invesco Trimark
2018 FEDERAL BUDGET ANALYSIS: This annual review focuses on the aspects of the Federal Budget that have the greatest impact on you.
RETIRING ALLOWANCES: Detailed information on retiring allowances, legal and tax implications, and various payment options available to investors
AGING AND TAXATION: This piece explores several tax-saving options and strategies that you can consider as an integral part of your estate planning.
CAPITAL LOSS PLANNING: Use this InfoPage to understand capital loss planning, including the superficial loss rule and general tax strategies like carrying back a loss, transfers to an RRSP and spousal/common-law partner transfers.
COMMON LAW PARTNERS: From RRSPs, estate planning, tax credits, benefits and more, this piece provides relevant information for common-law (including same-sex) partners.
MAKING YOUR INTEREST TAX DEDUCTIBLE: Financial planners and tax practitioners across the country have recommended to their clients that they replace non-deductible debt with tax-deductible debt. This Info page gives a brief overview of Mr. Singleton’s case and explains how it has clarified the situation for investors.
PRINCIPAL RESIDENCE EXEMPTION REPORTING: This piece goes over the rule changes to the principal residence exemption