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    22 Baldwin Street Brooklin, Ontario L1M 1A2 T: 905.655.6556
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Capital Loss Planning
12/19/2023
Near the end of the year, investors typically review their portfolios for potential capital losses to apply against realized capital gains in order to reduce their income tax for the year.
Tax Planning
New Beginnings
12/18/2023
How to pass on wealth, control and values to the next generation.
Retirement & Estate Planning
Read
Listen
Year End Financial Planning Tips
12/6/2023
Listen to our podcast with Ines Iraoui
Retirement & Estate Planning
Year End Financial Planning Tips
12/6/2023
Listen to our podcast with Ines Iraoui
Retirement & Estate Planning
Listen
2024 AMT Changes - Could You Be Impacted?
12/4/2023
Following Canada's Fall Economic Statement on November 21, 2023, the federal government has confirmed that they intend to enact the new Alternative Minimum Tax ("AMT") legislation.
Tax Planning
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Paragon Wealth ManagementParagon Wealth Management

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