Firm News Winter 2025/2026
As we step into 2026, we would like to take a moment to thank you for being an essential part of our journey. We would like to wish everyone a…
Our Estate Planning Services
We provide a review of your overall financial picture including personal and corporate matters to create an Estate Plan. The Rolfe Benson team:
- Outlines plan elements that not only serve as a basis for moving forward but can adjust over time as your needs change
- Gathers a team of curated professionals including lawyers, insurance and investment advisors where needed
- Implements the estate plan with oversight from our team of advisors
- Continues to review, monitor and update the estate plan to meet required changes.
Insight And Resources
Year-end Tax Planning
Year-end Tax Planning
A senior whose 2025 net income exceeds $93,454 will lose some or all of their old age security pension. Seniors will also begin to lose their age credit if their…
Trust Filing Rules – Bare Trust Arrangements
Trust Filing Rules – Bare Trust Arrangements
On December 16, 2025, CRA announced that based on proposed legislation in Bill C-15 and consistent with explanatory notes published by the Department of Finance, the CRA does not expect…
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