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4 Ways Homeowners Can Save on Taxes

Written by Marcy Ages, Vice President & Certified Professional Consultant on Aging, B.A, CIM, CFP, CPCA, CLU

March 2, 2015

Did you know that there’s more to your house than the shelter and comfort it provides? It can also help you save on your taxes and serve as an automatic savings tool.

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Events

 

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T.E. Wealth congratulates the Aboriginal Financial Officers of Canada (AFOA) on celebrating 15 years of excellence and innovation in Aboriginal finance, management and leadership! We are pleased to be sponsors, speakers and exhibitors at the AFOA Canada National Conference in Winnipeg, Manitoba, February 17-19, 2015 at the RBC Convention Centre.

Aboriginal

 

T.E. Wealth financial professionals Jack Jamieson, Vice President Aboriginal Services and Ismo Heikkila, National Director Aboriginal Services will co-present the following workshops:

MON, FEB 16 – TUES, FEB 17

Two-day workshop titled, Effective Planning, and Creation and Implementation of Your Trust

WED, FEB 18 at 11:00 a.m. – 12:15 p.m.

Communities Aren’t Built in a Day which will include discussion on the need to understand the financial affordability of your Trust; funding business development initiatives; the pros, cons and criteria for leveraging a Trust; and the  pitfalls of mixing business and politics.  

For more information on this event, please visit  AFOA Canada National Conference 2015.

 

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Newsletters

According to a 2012 survey of Canadians, 88% of those between the ages of 27 and 34 do not have a Will.* Yet, this is often the time of life when people are forming households, acquiring real estate and starting a family – what should be the motivating milestones for putting an estate plan in motion.

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Media & Press

via The Globe and Mail | February 26, 2015

As the deadline nears for 2014 contributions to RRSPs, you may be tempted to simply add money to your account and buy a guaranteed investment certificate.

That would be a good thing. As interest-bearing securities, GICs and bonds are ideally suited for the tax deferral offered by registered retirement savings plans because interest income earned outside a plan is taxed at your highest marginal rate.

Your RRSP account may comprise your entire investment portfolio. Or you might use it in addition to a tax-free savings account and a non-registered account with a discount broker or investment dealer.

If you fit the latter description, remember to step back and look at where your RRSP fits into your larger portfolio. How should it best be used?

“People tend to look at the asset mix account by account,” says Matthew Ardrey, manager of financial planning at T.E. Wealth in Toronto, “but they should look at it on a total portfolio basis instead.”

Marc Henein, a fee-only investment adviser at ScotiaMcLeod, agrees.

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