Ross Fleischhauer B.A., CFP®, R.F.P.®, CIM, FCSI®
Senior Financial Advisor, Co-Branch Manager
Safeguarding your family’s financial future
Well-Advised Newsletter
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To save tax, get down to business
March 25, 2018 • Tax Planning
The federal government has begun clamping down on tax-reduction opportunities for small businesses, including introducing changes to income sprinkling among family members. That makes it all the more important to take full advantage of the tax planning strategies that still exist. Read more…
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Spending the winter stateside?
September 24, 2017 • Tax Planning
On February 7, 2017, a bill was presented to Congress proposing that Canadians over age 55 can stay in the U.S. up to eight months each year without having to file U.S. taxes. But until that bill passes, it’s critical to keep track of how many days you’re stateside. Overstay your welcome and you may [...] Read more…
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Selling your home? Be sure to abide by the new tax rules
June 24, 2017 • Tax Planning
When you sell your home, any increase in its value since purchase is tax-free as long as it was your principal residence. But the tax rules changed recently. Now, you must report the gain on your tax return in order to get the principal residence exemption. Read more…
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How to manage the biggest tax bill of them all
March 25, 2017 • Tax Planning
Building wealth is something you do not just for yourself but for the benefit of future generations. But if you’re not careful, almost half of your estate could be eroded by taxes. Strategic planning is the key to protecting your assets. Read more…
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7 ways to split income – and pay less tax
September 24, 2016 • Tax Planning
The 2016 federal budget may have eliminated the Family Tax Cut, but there are still a number of ways to transfer income within your family and save on taxes. Take a look at these seven income-splitting strategies. Read more…
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How do new tax changes affect you?
June 24, 2016 • Tax Planning
The March 22 federal budget included some immediate tax changes, while others are being rolled out through 2016. Find out how some of the key changes may affect you and your investment strategy, and how we can help you plan accordingly. Read more…
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All in the family
March 25, 2016 • Financial Planning, Investment Planning, Tax Planning
You know that you can always come to us for advice on any financial challenge you’re facing. But what if it’s your parents, in-laws, or an adult child who needs assistance? You’ll be pleased to know that we can help them, too. Read more…
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Tax tip at 65
March 25, 2016 • Retirement Planning, Tax Planning
Age 65? Don’t miss out on this tax tip that could save you money Read more…
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Make your charitable donations tax-smart
December 25, 2015 • Estate Planning, Financial Planning, Lifestyle, Tax Planning
By taking a strategic approach with your donations, you may be able to optimize the benefits to both the charity and yourself. Read more…
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Your RRIF — should you withdraw more than the minimum?
December 25, 2015 • Retirement Planning, Tax Planning
The conventional wisdom is to draw from the least-taxed sources first and put off withdrawals from more heavily taxed sources. This seems to make good sense from a tax perspective, but let’s look at what happens down the road. Read more…
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