Tax Tools and Tips

Tax Tools and Tips

To assist you in your preparation for income tax filing, linked you will find the Assante 2012 Personal Income Tax Organizer and Personal Tax Calendar for 2013.

The 2012 Personal Income Tax Organizer provides you with a checklist to help you compile the information you need to complete your personal tax returns, whether you do it yourself or engage the services of a professional tax preparer. The Personal Tax Calendar for 2013 gives you a list of important dates for personal tax filing and planning for this year. Also, some documents to be looking for in your mailbox that should be kept for income tax filing (if applicable to you)

Download our TMFG 2013 Tax Grid (PDF Document)

Download our TMFG 2013 Tax Grid

Related articles

How to Master Saving for Retirement

How To Master Saving For Retirement   In the journey towards financial security, clearly understanding your expenses is paramount. It’s not just about knowing what …

Read More →

Episode 257: Financial Planning For Summer Expenses

In this week’s episode of Think Smart with TMFG, hosts Rob McClelland and Mike Connon discuss the various considerations related to financial planning for anticipated summer expenses. They emphasize the importance of having a clear monetary plan for …

Read More →

Episode 256: Capital Gains Inclusion Rate Changes In Canada

In this insightful episode of Think Smart with TMFG, financial experts Rob McClelland and Mike Connan examine the recent changes in Canada’s capital gains inclusion rate in detail. They thoroughly debunk media misconceptions and explain how the new c…

Read More →

Financial Planning Advice from Canada's Top Financial Advisors

Sign Up To Receive Email Updates On The Financial Industry And Complimentary Workshops.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting [email protected].

FREE RESOURCE

Get actionable financial insights from the Top financial planners in Toronto.

Toronto's Top Financial Advisors
Copyright Assante Wealth Management. © 2022

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.