by Portfolio Planning | Dec 2, 2025 | 2025, Blog, business owners, financial planning, tax
2025 Year-End Tax Tips for Business Owners As 2025 comes to a close, many business owners are thinking about wrapping up their books, reviewing results, and getting ready for a new year. But before December 31 passes, there’s one more important task to tackle — your...
by Portfolio Planning | Dec 1, 2025 | 2025, Blog, financial planning, individuals, tax
2025 Personal Year End Tax Tips The end of 2025 is approaching fast — and that means it’s time to get organized before tax season. By reviewing your finances now, you can take advantage of tax-saving opportunities before December 31 and start the new year with...
by Portfolio Planning | 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 Portfolio Planning | Jul 31, 2025 | 2025, Blog, tax
Canadian corporate tax rates for 2024–2025 feature distinct categories for small business, active business, and investment income, each with its own tax considerations. Small businesses can benefit from reduced rates on up to $500,000 of active income, helping...
by Portfolio Planning | Mar 13, 2025 | 2025, Blog, Government Budget, tax
Explaining the US–Canada Trade WarWhat Is It All About?The US–Canada trade war has far-reaching implications for every Canadian, affecting everything from the cost of groceries to the stability of our economy. The US–Canada trade war refers to the series of tariff...
by Portfolio Planning | Mar 13, 2025 | 2025, Blog, tax
Stay updated on British Columbia’s tax rates for 2025! This infographic covers marginal tax rates, federal tax brackets, and personal marginal tax rates for various income levels. Whether you’re calculating capital gains, dividends, or general taxable income, this...
