by Compass Wealth Partners | Jan 29, 2026 | 2026, Blog, investment, Retirement, tax
A clearer view of investment costsStarting in 2027, investors in Canada will begin receiving enhanced cost reporting on their investments. This update—often referred to as CRM3 or Total Cost Reporting—is designed to provide a clearer picture of the costs associated...
by Compass Wealth Partners | Nov 5, 2025 | 2025, Blog, business owners, estate planning, Family, financial planning, incorporated professionals, individuals, investment, mortgage, personal finances, Professional Corporations, Professionals, retirees, Retirement, tax
2025 Federal Budget Highlights On November 4, 2025, the budget was delivered by the Honourable François-Philippe Champagne, Minister of Finance and National Revenue. The 2025 Federal Budget focuses on stability, simplicity, and long-term growth. There are no broad tax...
by Compass Wealth Partners | Oct 31, 2025 | Blog, business owners, Family, farmers, investment, Professionals, retirees
Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success.Have a written plan which merges life priorities with financial resources.Consolidate your income-producing assets with one advisor.Layer different sources of...
by Compass Wealth Partners | Aug 31, 2025 | Blog, Family, financial advice, financial planning, investment
How to Make the Best of Inheritance PlanningInheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought...
by Compass Wealth Partners | Jul 31, 2025 | Blog, Budget, investment
When investing, understanding the tax treatment of different types of income is key to maximizing your returns. The three main types of investment income—Interest, Dividends, and Capital Gains—each have unique tax rules that can significantly affect your after-tax...
by Compass Wealth Partners | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax
The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...
