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Case Study: Raymond and Family

A couple in their 70s came to us because the husband, Raymond, looked after the investments for them and for their two adult daughters. Raymond had some health issues and realized that he may not be around forever to handle everything. They came to [...]

Capital Gains Exemption

What is the capital gains exemption? Canadians who own small businesses (Canadian-controlled private corporations), including farming and fishing businesses in some cases, are entitled to a capital gains exemption (in the form of a deduction for [...]