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2023 Personal Year-End Tax Tips

2023 Personal Year-End Tax Tips

by Dynamic Planning Partners | Dec 4, 2023 | 2023, Blog, individuals, tax

The end of 2023 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2023 personal tax tips:Investment...
2023 Year-End Tax Tips and Strategies for Business Owners

2023 Year-End Tax Tips and Strategies for Business Owners

by Dynamic Planning Partners | Dec 4, 2023 | 2023, Blog, business owners, tax

2023 Year-End Tax Tips and Strategies for Business Owners Now that we’re approaching the end of the year, it’s time to review your business finances. We’ve highlighted the most critical tax-planning tips you need to know as a business owner....
Understanding Registered Education Savings Plans (RESPs) in Canada

Understanding Registered Education Savings Plans (RESPs) in Canada

by Dynamic Planning Partners | Sep 1, 2023 | 2023, Blog, Family, financial advice, financial planning, Registered Education Savings Plan

What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as parents or guardians, in saving for a child’s post-secondary education. Notably, anyone can open an RESP for a...
Tax Tips You Need To Know Before Filing Your 2022 Taxes

Tax Tips You Need To Know Before Filing Your 2022 Taxes

by Dynamic Planning Partners | 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 Dynamic Planning Partners | 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...
TFSA versus RRSP – What you need to know to make the most of them in 2023

TFSA versus RRSP – What you need to know to make the most of them in 2023

by Dynamic Planning Partners | Feb 2, 2023 | 2023, Blog, RRSP, Tax Free Savings Account

When looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the distinctions, we will compare the following: The differences in...
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Recent Posts

  • 2025 Federal Budget Highlights
  • Understanding the Differences Between Interest, Dividends, and Capital Gains
  • Investing as a Business Owner
  • Corporate Life Insurance Planning
  • When should I buy life insurance?

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    Simon Tanner

    Principal Financial Advisor 

    E: Simon.Tanner@dynamicplanning.ca

    T: (604) 510-5222

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