The You First Blog

How busy we are at tax season depend a lot on how late Easter Monday falls on the calendar.  Clients often wait until after this long weekend to start their tax returns.  Unfortunately, this year Easter Monday falls on April 21, 2014, giving clients only 9 days to meet the April 30, 2014 tax filing deadline.  Given this circumstance,… Read More

There was a great article today in the Globe & Mail about tacking your Adjusted Cost Base.  This is essentially needed when you dispose of equity investments in a non-registered account.  Gains and Losses must be reported.  You do not get a Tslip for that investment income.  You only pay tax on 50% of the gain… Read More

2014 Q1 Market Commentary

April 9, 2014
Odette Morin

Equity markets around the world posted mixed results in the first quarter of 2014. Despite some volatility early in the period, the global economy’s moderate growth, low interest rates and controlled inflation gradually supported investor confidence and resulted in increases for many markets by quarter-end. Fixed-income securities were also higher for the quarter, with prices… Read More

Do you remember the Burger King ads that ran years ago? They always ended with “Have it your way”. It was a positive message that conveyed the importance of client satisfaction. Fast-forward to today and the You First tax checklists (I bet you didn’t see that coming!). Despite all appearances, asking you to complete these… Read More

Terry and I went to our client Simon Montgomery’s Art Show last night and really like his art.  It is very thought provoking and outside the box!  Very much worth a look at. Here is the link to his website.  You can also see his work for the next couple of weeks at the No… Read More