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Individuals & Families

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Articles for Individuals and Families

Self Owned vs. Bank Owned Mortgage Insurance

May 4, 2022
Before buying insurance from your bank to cover your mortgage, please consider your options. What does the insurance cover?
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2022 Federal Budget Highlights

April 8, 2022
On April 7, 2022, the Federal Government released their 2022 budget. Our article contains highlights of the various financial measures in this budget, divided into these sections: • Housing • Alternative minimum tax • Dental care • Small businesses • Tradespeople • Canada Growth Fund • Climate • Bank and insurer taxes
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2021 Income Tax Year Tips

April 1, 2022
It’ll be time to file your 2021 taxes soon, and you must take advantage of every tax credit and deduction that you can. Our article includes information on a variety of subjects you need to know about, including what to do if you’ve had to repay COVID-19 benefits, how to plan ahead if you’re self-employed or retiring soon, and what you need to know if you have a home office or employer-provided benefits.
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When and Why You Should Conduct an Insurance Audit

April 1, 2022
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.
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Why should I purchase health insurance?

March 2, 2022
In Canada, basic health insurance is provided by your province or territory. Your government insurance covers some significant health expenses like hospital stays and routine doctor visits, but there are many health-related services and products it doesn’t cover. This is why it’s so important to look into getting additional health insurance. Supplemental health insurance provides you with: • Increased coverage • Protection from rising health care costs • Coverage when you need it The right health insurance plan will protect you and your family from the impact of unexpected and expensive medical costs.
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TFSA versus RRSP – What you need to know to make the most of them in 2022

February 1, 2022
TFSAs and RRSPs can be significant savings vehicles. To help you understand their differences, we have put together this article to compare: - TFSA versus RRSP - Differences in deposits - TFSA versus RRSP - Differences in withdrawals Understanding the differences between these two types of tax-advantaged accounts can help you better plan for future purchases and your eventual retirement.
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2022 Financial Calendar

January 4, 2022
Looking for an "at a glance" document covering all the important dates you need to know to stay on track with your financial planning in 2022? Our 2022 financial calendar (which you can easily bookmark or print out) makes sure you're always in the loop! It lists important dates, including: • Payments dates for the Canada Child Benefit, CPP, OAS, and the GST/HST credit. • When TFSA contribution room starts again. • Tax filing deadlines. • Charitable contribution deadlines and the last day to contribute to registered investment accounts. • When the Bank of Canada interest rate announcements are.
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2021 Personal Year-End Tax Tips

December 7, 2021
The end of 2021 is quickly approaching – which means it’s time to get everything in order, so you’re ready when it comes time to file your taxes. We’ve broken this article into the following sections to make it easy to find the tax tips you’re looking for: • Individuals, including details on COVID-19 benefits and important tax credits. • Investment considerations, including how to best contribute to TFSAs, RRSPs, and RDSPs. • Families, including how to claim childcare expenses and make the most of RESPs. • Retirees, including essential details about applying for CPP and OAS.
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2021 Year-End Tax Tips for Business Owners

December 1, 2021
We’re approaching the end of the year, so it’s time to review your business finances. We’ve put together an article highlighting the most critical tax-planning tips you need to know as a business owner. We’ve focused on: • How to determine the right salary and dividend mix. • The best ways to handle compensation. • How to make sure you can take advantage of the small business deduction. • What you need to know about depreciable assets and charitable donations. • How to make the most of Covid-19 relief programs.
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Contact Us

Tel: (604)510-5222
Simon.Tanner@DynamicPlanning.ca
Langley Office
19978 72nd Avenue Suite 307
Langley, BC V2Y 1R7

Vancouver Office
1185 W. Georgia Street Suite 800
Vancouver, BC V6E 4E6

Latest News

  • Self Owned vs. Bank Owned Mortgage InsuranceMay 4, 2022 - 6:55 pm
  • 2022 Federal Budget HighlightsApril 8, 2022 - 1:15 pm
  • 2021 Income Tax Year TipsApril 1, 2022 - 1:46 pm

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