Preparing for Year End

By Yaron Orgil CIMA®, FCSI®

When we flip to the final page of the calendar, we’re often preoccupied with the holiday season and many times forget to tie up loose ends, especially regarding our finances.  With that in mind, please click the link below for our year-end checklist which includes some useful ideas and strategies.  Some of these include taking advantage of tax harvesting opportunities prior to the end of the year, maximizing your TFSA and RESP contributions, and making charitable donations. 

2013 Year-End Tax Planning Checklist

We invite you to call our office anytime to discuss in more detail.