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Tax-Deductible Investment Fees: What Investors Need to Know

Tax-Deductible Investment Fees: What Investors Need to Know Investment costs can have a significant impact on overall portfolio performance, but understanding which fees are tax deductible can help reduce taxable income and maximize financial efficiency. Canadian tax law allows deductions for certain investment-related expenses—provided they meet specific criteria. Here’s what

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July 2, 2025

Unlock the Power of Your Corporate Assets Using the Capital Dividend Account (CDA)

Taxation for corporations operates differently than for individuals. Incorporated business owners can leverage several advantages, including tax deferral, income splitting, and tax-efficient dividend strategies. However, one of the most powerful yet under-utilized benefits is the Capital Dividend Account (CDA) – allowing corporations to distribute tax-free dividends to their shareholders. With

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June 18, 2025

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