Beswick Lukowich Financial Group

05/13/2025

Market volatility can feel like navigating choppy waters without a compass. From economic uncertainty to trade tensions, tariffs and unforeseen global events, these shifting conditions can spark concern for many. However, with the right expertise and strategies, unpredictable markets present opportunities rather than obstacles.

raymondjames.ca

04/01/2025

On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province's budget for the 2025-2026 fiscal year. We have highlighted selected budget measures that affect Saskatchewan individuals and small businesses.

raymondjames.ca

03/04/2025

Please join Debbie Wong, VP, Tax Consulting, and Michelle Connolly, Head of Financial Planning and Insurance Solutions, as they highlight recent federal tax legislative and administrative announcements and how they will impact your upcoming tax filings.

zoom.us

02/25/2025

In our latest Client Insights webinar, Damian McGrath, AVP, Estate & Trust Solutions, Solus Trust, an affiliate of Raymond James, is joined by David Rosenbaum and Eric Clavier, Partners at Fasken law firm, to discuss the top 5 reasons why estates get into litigation – and how to avoid them.

raymondjames.ca

02/18/2025

In simple terms, CCA is the tax equivalent of depreciation for tax purposes. CCA is a discretionary tax deduction that can be claimed to represent the drop in value of a capital asset, as it used over time.

raymondjames.ca

02/11/2025

A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets. Where assets are held in a trust, it is the trustee or trustees that manage and control the trust assets for the benefit of the beneficiary or beneficiaries.

raymondjames.ca

02/04/2025

At Raymond James, we always have our clients' interests top of mind. To that end, we've prepared detailed tax cards for each province to help you best navigate as we enter peak tax season.

raymondjames.ca

12/24/2024

11/26/2024

In 2025, the TFSA contribution limit will increase by another $7,000, bringing the total contribution room to $102,000 for those eligible since 2009.

This is a fantastic chance to grow your savings and investments tax-free. Whether you're saving for a big purchase, building an emergency fund, or planning for retirement, the TFSA is a versatile tool to help you achieve your financial goals.

Remember, contributions to a TFSA are not tax-deductible, but all growth and withdrawals are tax-free, making it a powerful vehicle for long-term wealth building.
Let's make the most of this tax-free opportunity!

investmentexecutive.com

10/31/2024

Happy Halloween!

10/24/2024

Many Canadians have already discovered the benefits of donating securities "in kind" to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax. Donating securities from an investment portfolio held within a holding company (HoldCo) can achieve even more.

raymondjames.ca