by Customplan Financial Advisors Inc. | Jan 1, 2026 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
by Customplan Financial Advisors Inc. | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Customplan Financial Advisors Inc. | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax
The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...
by Customplan Financial Advisors Inc. | Mar 12, 2025 | 2025, Blog, Government Budget, investment, tax
On March 12, the Bank of Canada announced another reduction in its benchmark interest rate, bringing it down to 2.75%. This decision comes as the Canadian economy faces ongoing pressures, including uncertainty surrounding U.S. trade policies, slower job growth, and...
by Customplan Financial Advisors Inc. | Feb 3, 2025 | Blog, investment, RRSP, Tax Free Savings Account
When 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 distinctions, we will compare the following:The differences in...
by Customplan Financial Advisors Inc. | Feb 3, 2025 | Accountants, Blog, business owners, Center of Influences, estate planning, Family, farmers, financial advice, financial planning, incorporated professionals, individuals, insurance, investment, life insurance
Our Network of Professionals As a financial advisor, my primary goal is to help you achieve financial clarity. I do this by accessing a network of dedicated professionals, each bringing their unique expertise to the table. Together, we provide personalized advice and...
