Excellent breakdown of the capital gains tax inclusion changes proposed in the 2024 Budget - and great reasons to stop and think before taking action. Remember that changes to the AMT (yay acronyms!) may also impact your transactions even if you complete before the deadline

2024 Federal Budget
by Jason Watt
buff.ly/3UkGh0g

FPAC members *represent*! Wealth Management EDGE is lucky to have Aravind Sithamparapillai as their Next Gen Ambassador- and so are we at Financial Planning Association of Canada !

I’ve been talking to a lot of people about what an “exit” might look like from their business, whether through sale, transition to family, or the reality that we don’t live forever. Here are some of the things we’re looking at:

Great thread on insurance. It’s worth remembering that while your spouse might be one who works FT, the loss of YOU is emotional as well as financial. Your spouse may not be able to return to work after 3 days of bereavement leave. Consider buying them some time off.

All your important financial planning questions answered, with Jason Pereira

⬇️ This is an effective estate planning strategy for owners of corporations. Remember as well that if you have assets in different provinces or countries, the estate law is different & a good lawyer will help you explore the benefits/drawbacks of wills for each jurisdiction

Education for financial planners at Financial Planning Association of Canada is top notch - here’s a great example. Want in? You’ll have to be a member…

Pinch hitting today! Wish me luck!

The Value of a Tax Deduction
by Aaron Hector
buff.ly/49zLiXo

Very excited to celebrate the release of Funding A New Business for Dummies, which allows me to add “technical editor” to my resume! Buy it in alllll the places you buy books…

Anxiety management support is a big part of my job as a financial planner. The unknown & the ambiguous can be frightening. Planning helps us gain the understanding & confidence we need to navigate changes as they come.

A primer on Canada’s Carbon Tax:

-Why it’s going up on Monday
-Why charge it and then give it back in a rebate
-How much you could receive
-Why it has been poorly understood
-Why have it in the first place
-…and more

youtu.be/itaY0KxVrfw?si…

Who can call themselves a financial planner (title protection) is an important part of consumer protection. The latest designation approved by FSRA considerably waters down this protection …

'Clients might not be aware of all the tax credits available to their specific situation.' Julia Chung discusses tax credits & rebates for buying a new home & renovating via Deanne Gage The Globe and Mail

Chung's #InformedOps @ bit.ly/2NJEPDX theglobeandmail.com/investing/glob…

Are you (or your clients) embarking on renovations or multigenerational living? I spoke with Globe Advisor all about the tax goodies…

I didn’t make him do it. He said so :)

Join Julia at Genus Capital's webinar on March 21st at 10:00 Pacific / 1:00 Eastern. Julia will be joined by an expert panel to discuss issues that affect women investors. Register here: my.demio.com/ref/GMK2iqsdWN…

Great summary of Preet Banerjee ‘s excellent presentation today, hosted by Financial Planning Association of Canada Want to watch a recording? Members can watch soon and non-members… here’s your chance to join!

This was SO GOOD. Thanks to everyone who attended, stayed wildly engaged and asked questions. Even bigger thanks to the outstanding Preet Banerjee for sharing his research with us AND making it fun!