Understanding Investment Fees & Taxes
Submitted by Rounthwaite Wealth Management on June 16th, 2022Which investment fees qualify as tax deductions? Check out this article for some answers.
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Starting out and moving up
Submitted by Rounthwaite Wealth Management on June 15th, 2022Starting the journey into adult life is an exciting time, full of new experiences. Build financial security for life with good planning.
Insurance Basics
Submitted by Rounthwaite Wealth Management on March 29th, 2022What types of protection are right for you?
Insurance basics — Solutions for Financial Planning _ Magazine.pdf
Tax reminders for clients who bought, renovated or sold homes in 2021
Submitted by Rounthwaite Wealth Management on March 28th, 2022CRA outlined credits, rebates and reporting requirements
Tax reminders for clients who bought, renovated or sold homes in 2021 _ Advisor's Edge.pdf
All about eligible medical expenses
Submitted by Rounthwaite Wealth Management on March 28th, 2022Maximizing income tax deductions.
Love and Taxes. What the CRA needs to know about your intimate relationships.
Submitted by Rounthwaite Wealth Management on February 15th, 2022Completing the T1's martial status isn't always straightforward.
The article below may help you tick the appropriate box.
Guilt-free holiday food
Submitted by Rounthwaite Wealth Management on December 8th, 2021Enjoy a bounty of good eats that are both delicious and healthy. See the attached article.
Guilt-free holiday food — Solutions for Financial Planning _ Magazine.pdf
Winter Wonders
Submitted by Rounthwaite Wealth Management on December 8th, 2021Winter activities - there are lots of different ways to get out and enjoy Canada's coldest time of year.
If you are looking to try something new, read the attached article.
Properly Valuing Mothers for Insurance
Submitted by Rounthwaite Wealth Management on September 9th, 2021What is the true replacement value of the mom in your home? The most recent estimate of median annual salary for a stay-at-home mom is $178,201. The article below will offer some insight and critical areas to explore.
CRA says 'rare' error in some tax slips lists repaid CERB as taxable
Submitted by Rounthwaite Wealth Management on March 18th, 2021CRA says it's aware of some tax slips that wrongly list portions of repaid benefits as taxable income. If you received CERB funds, you should read the article below.
