Introducing: Kathryn Mandelcorn
We are thrilled to announce the addition of Kathryn Mandelcorn to our planning team!
What do YOU want?
It sounds like an easy question.
Important Changes to the Principal Residence Exemption
On October 3, 2016, Finance Minister Morneau announced new measures to address the housing market, with the intention of improving fairness and integrity of the tax system as it relates to the principal residence exemption. The changes include new reporting requirements, modifications to the calculation of the tax-free amount for individuals based on a residency requirements, and an extension to the period in which a reassessment may occur.
The “Invest Better” Calculator
Our own Sandi Martin collaborated with John Robertson, author of the Value of Simple, to create this useful calculator to help investors make an educated decision when choosing from the variety of low-fee robo-advisors now open in Canada. You can try it out...
Valuation – How Much is Your Company Worth?
Ever wondered how to do a company valuation? Mary Gamble, Chartered Business Valuator at iValue Solutions, provides answers to common questions she receives from business owners.
RESP Rules & Tips with Sandi Martin & Julia Chung
Summer is the best time to learn about saving for post-secondary education. Julia Chung and Sandi Martin chatted with Modern Advisor on July 21st. Click here for the recording.