Evelyn Jacks

Every year I have the privilege of travelling across the country twice–in November and January–to host the Distinguished Advisor Workshops for tax and financial advisors who require continuing education credits and updating for their professional practices. This teaching tour always ends with...

Are you taking control of the first dollar you earn, keeping it in your hands the longest, before the tax department gets hold of it? If so, good for you–you are in the minority of those who will pull ahead in 2010 and build more sustainable wealth. Most Canadians helplessly and with resignation,...

In my experience, the key to building sustainable wealth for every taxpayer subject to source deductions, is the degree of success one has in incorporating tax planning with year round financial decision-making. The issue boils down to three things: take control of the first dollar earned, keep it the...