Cardinal Capital Management - Calgary

What to do if you made a mistake on your tax return or are filing late to the CRA

What to do if you made a mistake on your tax return or are filing late to the CRA If haven't yet filed a return for 2025, consider doing so to be able to access valuable benefits and credits.

High-net-worth investors spend a lot of time deciding how and when to make big donations.

Why younger clients are having legacy conversations earlier

A goal of estate planning usually is to ensure the wealth you accumulated, however much or little, improves the lives of at least one more generation of your family. You also would like the wealth transfer to increase family unity and harmony.

Should an Estate Be Divided Equally? How to Decide and Execute the Plan The streaming series House of Guinness led many parents to reconsider the conventional wisdom about distributing an estate.

The CRA has plenty of tax tidbits in their online portal. As part of their shift to less paper mail and more electronic correspondence, it is important to get used to using CRA My Account. If you are lucky, you might dig up a useful carryover amount that can save you tax, or a cheque you missed cashing in the past.

5 things to check in your CRA My Account Your CRA My Account may hold uncashed cheques, credits, and tax info you’ve missed. Here are 5 key areas to get familiar with.