Tax strategies to help you achieve your goals

Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.

Featured advice

A portfolio less taxing: Understanding the taxation of investment income (PDF, 75 KB) Opens a new window in your browser.

This report reviews the tax treatment of the most common forms of investment income and deductible investment expenses.

Video: How is investment income taxed. 3:45.

Debbie Pearl-Weinberg describes how different types of investment income can impact the after-tax amount you get to keep.

Transcriptfor the video How is investment income taxed. Opens a new window in your browser.

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Registered Education Savings Plan (RESP)

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