Tax Strategies

Strategizing for clients with multiple retirement accounts Strategizing for clients with multiple retirement accounts

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Strategizing for clients with multiple retirement accounts

Start with flexibility, tax efficiency, simplicity

By Jonathan Got |February 6, 2026

4 min read

Personal tax items to consider for clients in 2026 Personal tax items to consider for clients in 2026

Tax Strategies

Personal tax items to consider for clients in 2026

From perennial opportunities to new developments, here are tax highlights for the new year

By Michelle Schriver |January 12, 2026

6 min read

3 year-end tax planning strategies for investors 3 year-end tax planning strategies for investors

Tax Strategies

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

By Wilmot George |December 17, 2025

5 min read

Business succession planning Business succession planning

Tax Strategies

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

By Wilmot George |October 20, 2025

4 min read