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Category: Finance

Government proposes including siblings in definition of ‘qualifying family member’ for RDSPs

March 30, 2023FinanceAbility Private Client Group

The federal government is proposing to extend to Dec. 31, 2026 a measure allowing qualifying family members to open an RDSP for an adult beneficiary whose contractual capacity is in doubt and who does not have a legal representative. The…

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Business Owners: 2017 Year End Tax Tips

December 1, 2017Blog, FinanceAbility Private Wealth

The end of the year provides a great opportunity for business owners to consider ways to improve their tax position. As a business owner, there’s still time to manage taxes for yourself and your business for 2017 before the end of the year. It is particularly important this year that you consider year-end tax planning keeping in mind the government’s private company tax proposal which may result in increased taxes in 2018 for private companies and their shareholders.

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Three Tools for People with Special Needs

March 18, 2017FinanceFinancial Tech Tools

Approximately one in seven Canadians has some form of disability, such as a long-term or recurring physical, mental, sensory, psychiatric or learning challenge or impairment. Where a family member has a disability, the family’s estate planning objectives often account for…

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Recent Posts

  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights
  • Unlocking the Canada Disability Benefit

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Contact Us

Derrick Lee-Shanok

derrick@abilitygroup.ca

margareth@abilitygroup.ca

416-875-1836

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights
  • Unlocking the Canada Disability Benefit

About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

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