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Tax tips to know before filing your 2023 income tax

Tax tips to know before filing your 2023 income tax

by Dao Financial Builders | Mar 31, 2024 | 2024, Blog, corporate, Family, financial advice, financial planning, tax

This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
Ontario’s 2024 Budget Highlights

Ontario’s 2024 Budget Highlights

by Dao Financial Builders | Mar 26, 2024 | 2024, Blog, Ontario Only, tax

On March 26, 2024, the Ontario Minister of Finance announced the province’s 2024 budget. This article highlights the most important things you need to know about this budget, broken into 2 sections:Personal Tax ChangesBusiness Tax ChangesPersonal tax changesThere are...
Insured Retirement Program

Insured Retirement Program

by Dao Financial Builders | Feb 29, 2024 | Blog, Family, life insurance, retirees

There are a number of mechanisms available for individuals to save in a tax-efficient manner for their retirement – from employer-sponsored pension plans to government plans, RRSPs (registered retirement savings plan) or TFSAs (tax free savings account). But, for...
TFSA vs RRSP – 2024

TFSA vs RRSP – 2024

by Dao Financial Builders | Feb 1, 2024 | 2024, Blog, business owners, estate planning, Family, financial advice, financial planning, individuals, investment, personal finances, Professionals, Retirement, RRSP, Tax Free Savings Account

Tax-Free Savings Account vs Registered Retirement Savings PlanWhen 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...
Why A Buy-Sell Agreement Is Vital For Your Business

Why A Buy-Sell Agreement Is Vital For Your Business

by Dao Financial Builders | Jan 31, 2024 | Blog, business owners, Buy Sell

Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
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Johnny Dao, MFA-P, IBC Practitioner

Asset Structuring Specialist

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