Accurate Affordable Reliable 416-704-9080
To provide every client with the maximum possible return
Wealth Management Estate Planning Tax Preparation
Planning Futures
A Proven Approach
A Proven Approach
Since 1993, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? Antony is a credentialed professional who would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
I start by clarifying the fee structure and explaining the different ways I can help. Then I'll analyze your goals and compare them to your current portfolio recommend an investment strategy designed to meet your risk tolerance.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
About
Antony Marrari
Antony is an experienced tax advisor with over 30 years in the finance service industry. He specializes in Wealth Accumulation, Asset Management, Retirement Planning, Estate Planning and Taxation.
Beginning his career as a Financial Advisor with Investors Group in 1993. Antony has developed a deep understanding of tax strategies and financial planning. His successful business management experience has built his confidence and ability to guide clients in navigating complex tax regulations. Through tailored tax strategies, estate planning, and money management, Antony helps individuals and business optimize their financial outcomes and secure their future.
Tips and New
Tax Tips for Canadians
1. When is the tax return deadline in Canada?
The deadline to file your tax return is Tuesday April 30, 2025.
Any tax owing must be paid by April 30th, 2025 to avoid penalty.
Self-employed people and their spouses or common-law partners have until June 15th each year to file their tax returns. However, any tax owing must still be paid by April 30th.
2. The Basic Personal Amount (BPA) has been increased.
As part of their policy to continue increasing it over time until it reaches $15,705 in 2024, the government increased the Basic Personal Amount for the 2023 tax year of $15,000. This means that every Canadian will get a slight boost to their return this year, and it’s likely you can expect another increase next year as well.
3. Tax brackets have shifted due to inflation (4.2%)
The 2024 Tax Brackets are as follows: (Rounded Off)
Federal
- $0 to $56k of income ......................... (15%)
- More than $56k to $112k .................(20.5%)
- More than $112k to $174k .............. (26%)
- More than $174k to $247k ................(29%)
- $247k and higher ................................... (33%)
The adjustment upwards means that Canadians on the edge of a tax bracket might find themselves shifted into a lower bracket this year and pay fewer taxes because of it.
4. The TFSA limit remains unchanged.
The TFSA contribution limit will remain at $7,000 for the year. This means that if you’ve had an account since 2009, were 18 years of age and have been a resident of Canada throughout that period, the cumulative total you can have in your TFSA is now $103,500.
5. New OAS limit amounts.
The OAS is designed to provide retirees with a source of income to support their retirement. However, For the 2024 tax year, if your taxable income was over $90,997, you would need to repay some of your OAS. Similarly, if your taxable income was over $136,855, you would not have received any OAS payments.
6. Canada Pension Plan maximum contributions have been increased.
The Canada Pension Plan (CPP) and Québec Pension Plan (QPP) have been increased by 5.95%, the maximum pensionable earnings are $68,500, with a basic exemption of $3,500 for 2024.
7. RRSP dollar limit is increased.
The RRSP annual dollar limit for tax year 2024 is $32,560. Remember that your RRSP contribution limit is capped at 18% of your earned income in the previous year. This means the dollar limit is the maximum amount you can contribute regardless of your income.
8. Medical & Charitable expenses.
You may receive a partial deduction for charitable donations and certain medical expenses, including any medical cannabis products you purchased as a patient.
Price List
TAX RETURNS
PRICING: (Per Return) Common law & Married (Includes partner) Children included in return at no charge
BASIC RETURN
$59.99
T4
PENSION: OAS, CPP
STUDENTS
RETIREES
* Prior years tax adjustment and correcting for additional tax slips. (Existing clients only).
MODERATE RETURN
$79.99
INVESTMENT SLIPS
T5
ADVANCED RETURN
$119.99
SELF EMPLOYED; T2200 expenses
RENTAL INCOME
T3, T4A, T5008, CAPITAL GAINS
SALE OF PRINCIPAL PROPERTY
FINAL RETURNS
ADDITIONAL SERVICES
PRICE: Upon Consultation
ADVICE on ESTATE PLANNING:
* Tax and Financial Planning Advice
* Wealth and Money Matters
* Consultation on Wills, Final returns
* Eliminating probate fees; JGBRS (Joint Gift Beneficiary Right of Survivorship)
Free Evaluation
I will Double-check your past tax returns to determine if you have more money coming back. You may not have claimed all eligible credits or deductions in previous years.