AGES Wealth

AGES Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from AGES Wealth, Financial planner, 675 Cochrane Drive North Tower, Suite 501, Markham, ON.

Helping Canadian business owners and high-net-worth families build, protect, and transfer wealth through tax-efficient investing, retirement, and estate planning.

09/04/2026

Tax-Efficient Investing Is About Coordination
Tax-efficient investing isn’t about chasing deductions or minimizing this year’s tax bill at all costs. It requires coordinating your investments, gains and losses, tax brackets, AMT exposure and longer-term financial goals. The objective is to make decisions that improve your lifetime after-tax outcome, rather than optimizing one year in isolation.

09/01/2026

Why After-Tax Returns Matter
A strong investment return doesn’t tell you how much wealth you actually keep. Interest, foreign income and capital gains can receive very different tax treatment in Canada, making the type of return you earn an important part of portfolio construction. For high-income investors, focusing on after-tax outcomes can make a meaningful difference over time.

08/31/2026

Investment losses aren’t always wasted. Tax-loss harvesting allows investors to strategically realize capital losses and use them against capital gains, including eligible gains from other years. But superficial-loss rules and poor reinvestment decisions can undermine the strategy, making coordination with your overall portfolio essential.

08/29/2026

Alternative Minimum Tax can catch high-income Canadians off guard, even when they’re using legitimate tax deductions and strategies. Large capital gains, the capital gains exemption, certain stock deductions and charitable donations can all create AMT exposure. Understanding how AMT works can help prevent an unexpected tax bill and cash-flow problem.

08/28/2026

Corporate Donations For Canadian Business Owners: Eric discusses how Canadian business owners can use their personal corporations to make charitable donations, reducing corporate taxable income and maximizing tax efficiency compared to personal giving

08/28/2026

Donating Shares, Skip the Tax: Eric explains how Canadians can gain greater tax benefits by donating appreciated company shares instead of cash—eliminating capital gains tax and still receiving a full donation credit.

08/25/2026

Reducing Taxes By Donating Shares: Eric explains a tax-efficient strategy where Canadians can donate publicly traded shares directly to a registered charity, avoiding capital gains tax and receiving a full donation credit.

08/16/2026

Investors use stop-losses to limit potential losses and protect gains. It’s a risk management tool that automatically sells a position if the price drops to a set level—helping avoid emotional, costly decisions.

08/13/2026

A trailing stop is a dynamic stop-loss that moves with the market. It locks in gains by following the price upward, but triggers a sell if the price drops by a set amount—protecting profits as markets rise.

08/11/2026

A stop-loss is an order that automatically sells an investment when it hits a set price. It helps limit losses by exiting a position before the market drops further—protecting your downside risk.

Address

675 Cochrane Drive North Tower, Suite 501
Markham, ON
L3R0B8

Website

Alerts

Be the first to know and let us send you an email when AGES Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to AGES Wealth:

Shortcuts

Share

Category