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Facilitating Financial Fitness
Linda Stripe BA CFP


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Tax Planning Centre
Basic to advanced planning options
For many of us, thinking about our income taxes, 
much less doing our own 
tax returns, is about as appealing as getting a root canal. That said, it pays to take some time to familiarize yourself with Canada's tax system.

In fact, with a little effort, you may be able to ring up some substantial tax savings.

That's because knowing how the tax system works gives you a powerful advantage in benefitting from the many legitimate opportunities for minimizing income tax payments. A good way to begin is to dig out your last tax return to see how much tax you actually paid. Ouch!

Get Started

We encourage you to explore the links in the right sidebar. They'll take you to articles with answers to many common tax questions. You'll also find information and ideas that will help you plan a more effective tax strategy for you and your family. If you have any questions, send us an email and we would be pleased to help.
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What's New

2019 Federal Budget Highlights
The federal government tabled its 2019 budget on March 19, 2019.

We have prepared a budget summary highlighting the budget proposals that are most likely to affect individuals, businesses and day-to-day finances. Download the report and speak to your advisor about how the budget could affect you.
2019 Federal Budget Summary

Tax Deadline Reminder
For most Canadians, the deadline to file your 2018 income tax return is Tuesday, April 30, 2019. Here's a checklist with many common tax items to help you get your important papers in order.
Tax Documentation Checklist

Bulletin: 2018 Income Tax Slips
As a reminder, the Canada Revenue Agency requires financial institutions to issue tax slips to investors with deadlines for delivery.
2018 Income Tax Slips

New Federal Trust Rules

Effective January 2, 2016, the federal government changed the rules governing trusts. If your estate plan included trusts in your existing will(s) or gifts to registered charities, you may need to revise your strategy.

Understanding New Federal Trust Rules


The Value of Advice Getting Advice
Canadians with financial advisors are more confident about their future.

Learn more, download the independent report on
The Value of Advice
Reviewing your income tax strategy? We encourage you to talk to us. Click here if you would like to discuss your tax plan or receive information by mail. Not a GP client yet? Find out more about:
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