by Portfolio Planning | Apr 9, 2026 | Blog
This article is based on an episode of Portfolio Talks, our podcast where we break down the money conversations that matter most for Canadians. You can listen to the full episode here: https://open.spotify.com/episode/4hyt7cfMH1QSpAdAqyy0HG?si=_-zOF1JoQquCKSdV3Fm60A...
by Portfolio Planning | Apr 9, 2026 | Blog
If you’re a practising physician in British Columbia, there’s a good chance you’re already stretched thin — long shifts, administrative demands, and the constant balancing act of running a practice while taking care of patients. Retirement planning...
by Portfolio Planning | Apr 1, 2026 | 2026, Blog
Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
by Portfolio Planning | Mar 2, 2026 | 2026, Blog, tax
Staying informed about financial limits and government benefits is essential for effective planning. The 2026 Canada Money Facts infographic provides a clear snapshot of key savings limits and retirement benefits, including TFSA, RRSP, FHSA, RESP, CPP, and OAS. Here’s...
by Portfolio Planning | Feb 19, 2026 | 2026, Blog
On February 17, 2026, the B.C. government released its 2026 budget, projecting deficits of $9.6 billion for 2025–26 and $13.3 billion for 2026–27. The plan raises revenue through income tax increases, broader PST, and property tax changes. Most people will notice...