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Federal budget

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A photo collage of headshots. From left, Judith Charbonneau Kaplan at Wellington-Altus Private Wealth in Kelowna, B.C.; Michael Louie at D&H Group in Vancouver; Kris Rossignoli at Cardinal Point Wealth Management in Toronto.

Death, emigration and retirement: Fed budget fallout

Three advisors who work with wealthy Canadians discuss potential consequences and pre-June 25 strategies for clients

April 26, 2024
Wealth

Dino Infanti KPMG tax

‘Final hour’ strategies for change to capital gains inclusion rate

Finance department clarifies tax details, confirms changes as June 25 deadline approaches, writes Dino Infanti of KPMG

April 3, 2024
Commentary

Placeholder image for Canadian Family Offices.

Federal budget measures and their estimated impacts on HNW taxpayers

Changes include the income cut-off, alternative tax strategy, certain tax breaks and deductions, and rules on transferring a business to relatives

April 6, 2023
Wealth

Placeholder image for Canadian Family Offices.

Federal tax changes to watch out for: a rundown of what’s to come

Luxury-goods tax on cars, boats and aircraft is coming Sept. 1, and debate over minimum-tax regime set to begin

May 25, 2022
Commentary

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