by Customplan Financial Advisors Inc. | Dec 2, 2025 | 2025, Blog, business owners, financial planning, tax
2025 Year-End Tax Tips for Business Owners As 2025 comes to a close, many business owners are thinking about wrapping up their books, reviewing results, and getting ready for a new year. But before December 31 passes, there’s one more important task to tackle — your...
by Customplan Financial Advisors Inc. | Dec 1, 2025 | 2025, Blog, financial planning, individuals, tax
2025 Personal Year End Tax Tips The end of 2025 is approaching fast — and that means it’s time to get organized before tax season. By reviewing your finances now, you can take advantage of tax-saving opportunities before December 31 and start the new year with...
by Customplan Financial Advisors Inc. | Dec 1, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement
OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
by Customplan Financial Advisors Inc. | 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 Customplan Financial Advisors Inc. | Jun 30, 2025 | 2025, Blog, tax
Canadian corporate tax rates for 2024–2025 feature distinct categories for small business, active business, and investment income, each with its own tax considerations. Small businesses can benefit from reduced rates on up to $500,000 of active income, helping...
by Customplan Financial Advisors Inc. | May 19, 2025 | 2025, Blog, Budget, Ontario Only
Ontario Budget 2025 Ontario’s 2025 Budget focuses on holding tax rates steady while introducing targeted cost-of-living relief, business supports, and retirement security measures. Recognizing the economic strain caused by ongoing U.S. tariffs on key Ontario...
