With significant shifts to the capital gains inclusion rate and AMT rules now in effect, proactive planning is essential for high-net-worth families. This guide provides a strategic checklist of critical deadlines and optimization opportunities — from RRSP transitions to new trust reporting reliefs — to secure your tax position for the year ahead.

Warm Holiday Wishes from JCIC!

Interest rates are falling. What does that mean for GICs?

The third quarter of this year (July, August, and September 2024) provided a powerful reminder that all markets are international: Actions by governments and companies on the other side of the world directly impact our strategy and our results.

The seasons are changing, and so is the prime lending rate.

Summer is here! Time to enjoy the good life.

The Canadian Central Bank has cut interest rates and we expect further cuts this year and next. This gives us some appealing options moving forward.

Our June newsletter focuses on young people and the importance of having a long-term outlook.

With so much of our lives becoming virtual, it is more important than ever to maintain connections with our communities.

Q1 of 2024 saw promising returns, but are we in a bubble? In short, no. The underlying metrics are strong and stable.

Reflecting on Lessons Learned

Your essential data reference for the 2024 tax year. Access the 'hard numbers'—including the $31,560 RRSP limit , the $7,000 TFSA room, and the 2024 federal tax bracket breakdown.