In the course of our work, we are constantly researching the answers to common (and uncommon!) questions. When we find a resource that we think might be particularly useful for our clients, we will often post a link to it on this page. While we believe all of the links provided here to be legitimate and useful, we must remind you that if you click on a link, you will be leaving our web site, and we can take no responsibility for the accuracy or functionality of the third-party site you will be taken to.
Online directory to all Government of Canada services, including employment, immigration, income security programs etc.
Please click to view the Service Canada website.
Canada Revenue Agency
Official website of Canada’s tax collectors. Provides all manner of filing forms, tax rules, and online access to your tax account.
Please click to view the Canada Revenue Agency website.
More links (click on the paperclip to launch)…
Free online Canadian Income Tax returns for 2001 to present – key totals per line and calculate total tax payable based on the actual rules for each year.
Table of RRIF Minimums included in CRA publication on RRIFs and related registered plans.
FSCO outlines new 2008 rules governing ‘locked-in’ RRSPs from pension plans, and a more flexible set of LIF withdrawal limits and calculations.
Check your TFSA contribution room, tax balance owing etc. You’ll need the amount you reported on line 150 of your prior year tax return as a way to prove your identity for this service.
The First Home Savings Account (FHSA) is the latest idea to help Canadians save to buy their first home, providing tax deductions on contributions on top of the regular RRSP limit, tax sheltered growth, and tax-free withdrawal to buy a home, with no need to repay the amount withdrawn as with the RRSP Homebuyers’ plan. The paperclip link is to the FHSA rules announced by the Federal Government in 2022. The first set of institutions made their FHSA accounts available early in 2023. Here is a link to a more consumer-friendly summary from Fidelity Investments, who will have their accounts ready for deposits by April 2023.
Joint accounts are a common way to avoid probate and executors fees on non-registered investments. However, these accounts have limitations and risks that investors should be aware of before naming a joint owner.
We are constantly adding new links to this section. Please check back from time to time.