For wherever life takes you

For wherever life takes you

For wherever life takes you

For wherever life takes you

For wherever life takes you

For wherever life takes you

Business Owner

We help align business owner investment strategies with appropriate investment solutions.

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Cross-border

We help identify issues in owning foreign assets, and planning considerations for foreign taxpayers.

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Estate Planning

We can explain the steps necessary to implement a tax-efficient estate plan.

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Philanthropy

We can help navigate the tax and estate rules surrounding charitable and philanthropic giving.

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Retirement

We can help navigate the complexities of retirement planning.

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Tax-efficient Investing

Understanding Canada’s tax laws, we can minimize taxes payable.

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Facts & commentary

Tax highlights from the 2017 Federal budget

On March 22, 2017 (“Budget Day”), federal Finance Minister Bill Morneau tabled the Liberal government’s second budget since the October 2015 election. The budget, titled “Building a Strong Middle Class,” focused primarily on innovation with the goal of building a nation that is both inclusive and innovative.

Personal Tax Card

Personal Tax Quick Reference Card

Corporate Tax Card

Corporate Tax Quick Reference Card

Estate Planning Card

Estate Planning Quick Reference Card

Recent articles

Estate Planning

Digital asset planning in your will

Estate planning: A new millennium

Estate Planning

Testamentary Trusts as Estate Planning Tools

Discussion of testamentary trusts as an estate planning tool, a summary of their tax treatment and some considerations for clients before setting up a trust in their Will.

Estate Planning

Types of wills in Quebec and probating non-notarized wills

The law in Quebec recognizes three types of wills: notarized, holograph and before witnesses. Each type of will is subject to various conditions. Each person must have their own will. Couples are not permitted to have a joint will. The only exception is the testamentary provision in a marriage or civil union contract under which the spouses appoint each other as their respective heirs.

Tax-efficient Investing

Understanding TFSA Attribution Rules

Can an individual contribute to his or her spouse (or common-law partner’s) TFSA? Where an amount is gifted or transferred from an individual to his or her spouse for contribution to the spouse’s TFSA, are there attribution rules that would see future income or capital gains taxed to the transferring spouse?

About us

CI’s TREP Team enhances the tax, retirement and estate planning experience through education and communication for wherever life takes our clients.

For further information on TREP, please contact your CI sales team.