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Essential tips and tricks for paying less tax and keeping more of your retirement income

Essential tips and tricks for paying less tax and keeping more of your retirement income

by afa | Jun 2, 2023 | Blog, Retirement

Essential tips and tricks for paying less tax and keeping more of your retirement incomeMost of your retirement income sources are taxable; Canadian Pension Plan (CPP), your personal pension plan (if you have one) and income from your RRIFs. However, if you’ve set up...
First Home Savings Account (FHSA): What You Need to Know

First Home Savings Account (FHSA): What You Need to Know

by afa | May 1, 2023 | Blog, investment

The First Home Savings Account (FHSA) is a savings plan designed for first-time home buyers in Canada, which allows them to save up to $40,000 tax-free. Contributions to an FHSA are tax-deductible, similar to Registered Retirement Savings Plans (RRSP). Additionally,...
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by afa | Apr 3, 2023 | 2023, Blog, disability, tax

Tax Tips You Need To Know Before Filing Your 2022 TaxesThis year’s tax deadline is May 1, 2023, as April 30 falls on a Sunday this year. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. In this article, we’ll provide you...
Federal Budget 2023 Highlights

Federal Budget 2023 Highlights

by afa | Mar 29, 2023 | 2023, Blog, business owners, dental benefits, Family, financial planning, individuals

On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
British Columbia 2023 Budget Highlights

British Columbia 2023 Budget Highlights

by afa | Mar 3, 2023 | Blog, business owners, corporate, Family, financial advice, financial planning, incorporated professionals, individuals, personal finances, Retirement, tax

On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesThere are no changes to the province’s personal...
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Recent Posts

  • Essential tips and tricks for paying less tax and keeping more of your retirement income
  • First Home Savings Account (FHSA): What You Need to Know
  • Tax Tips You Need To Know Before Filing Your 2022 Taxes
  • Federal Budget 2023 Highlights
  • British Columbia 2023 Budget Highlights

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    Simon Tanner

    Principal Financial Advisor 

    E: Simon.Tanner@dynamicplanning.ca

    T: (604) 510-5222

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