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Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates

by Wilmot Financial | Apr 22, 2024 | 2024, Blog, Business Owners, Family, financial advice, Financial Planning, Individuals, investment, retirees, Retirement

With the upcoming 2024 Canadian tax rule changes, it’s important to review your financial strategies. We’ve identified the key changes that we expect to influence financial decisions for investors, business owners, incorporated professionals, retirees, and...
Tax tips to know before filing your 2023 income tax

Tax tips to know before filing your 2023 income tax

by Wilmot Financial | Apr 2, 2024 | 2024, Blog, corporate, Family, financial advice, Financial Planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

by Wilmot Financial | Feb 1, 2024 | 2024, Blog, Business Owners, Estate Planning, Family, financial advice, Financial Planning, Individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen looking to save money in a tax-efficient manner, Tax-Free Savings Accounts (TFSA) and Registered Retirement Savings Plans (RRSP) can offer significant tax benefits. To assist you in understanding the...
2024 Financial Calendar

2024 Financial Calendar

by Wilmot Financial | Jan 1, 2024 | 2024, Blog, Business Owners, financial advice, Financial Planning, Individuals, personal finances, Professional Corporations, Professionals, retirees, tax

2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...
Charitable Giving Infographic

Charitable Giving Infographic

by Wilmot Financial | Nov 14, 2023 | Blog, Charitable Gifting, financial advice, Financial Planning, tax

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