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OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

OAS Clawback 2025: What Retirees Need to Know About the Recovery Tax

by Legacies Financial Group | Dec 1, 2025 | 2025, Blog, investment, pension plan, retirees, Retirement

OAS Clawback 2025If you’ve worked hard to build your retirement income, the last thing you want is to see your government benefits clawed back. Yet for many Canadians, the Old Age Security (OAS) recovery tax—commonly called the OAS clawback—can quietly reduce this...
Retirement Planning for Incorporated Professionals

Retirement Planning for Incorporated Professionals

by Legacies Financial Group | Apr 30, 2025 | Blog, corporate, health benefits, incorporated professionals, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account

For incorporated professionals, preparing for retirement can go beyond finances, one of the biggest challenges is concern for the future of their clients or patients. Planning for retirement can take several advisors including a financial advisor, tax specialist and...
Tax Tips for Filing Your 2024 Income Tax Return

Tax Tips for Filing Your 2024 Income Tax Return

by Legacies Financial Group | Mar 31, 2025 | 2025, Blog, financial advice, incorporated professionals, individuals, investment, pension plan, personal finances, Professionals, tax

The deadline for filing your 2024 income tax return is April 30, 2025. Stay informed about the latest tax changes and benefits available to maximize your savings and ensure compliance. This guide outlines the key updates and important deductions and credits separated...

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Bo Chew, CIM, CFP, CLU, CHFC

Financial Planner

Legacies Financial Group



Email:

bo@legaciesfinancial.com



Tel:

604-677-3816



Fax:

604-677-5803



Office Address:

311 – 4538 Kingsway,
Burnaby, BC, V5H 4T9

Bo Chew, CIM, CFP, CLU, CHFC

Portfolio Manager

R N Croft Financial Group Inc.



Email:

bchew@croftgroup.com

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