Knock, Knock.
Who’s there?
Justin who?
Just in time to raise your taxes!

It doesn’t take a genius to figure out that the next budget, whenever it materializes, will not be a good news story for Canadian taxpayers. If it were going to be a good news story, you can rest assured that it would have already been delivered.

Without a budget, we can only speculate on what’s in store for taxpayers. What I have learned over the past 25 years as an advisor, is to be cautious, to not get too far ahead in making decisions before you know the new rules or tax policies.

What are some of the areas that the liberals will likely target?

  • Increase in the capital gains inclusion rate
  • Introduction of a wealth tax
  • Increase in GST
  • Introduction of a gift tax
  • Introduction of capital gains taxes on the sale of your primary residence

This is all speculation at this point, but we know the tax increases will target individuals who own a healthy dose of assets, whether it be real estate or stock portfolios.

What we do know is:

Discussions and strategizing should start now so that you are prepared to execute when there is greater clarity. Although it will be difficult for many taxpayers to completely plan the new tax increases away, there will be strategies to minimize them.

Give me a call… I would love to have that discussion with you.


Jason Vincent

Jason Vincent, PFP, TEP
President & Chief Operating Officer

Local: +1-403-539-5742



Founded in 2006 to manage and service seven family offices, today Matco offers the benefits of our extensive investment management experience to individual investors, foundations, endowments, condominium corporations, trusts, corporations and not-for-profit organizations.

Our mission is to simplify the investment world for our clients by understanding their needs and providing exceptional investment solutions that preserve and grow capital.

 Matco Financial is an independent, privately held discretionary investment counsellor and asset management firm that serves the needs of individual investors, institutions, advisors, trusts, corporations and not-for-profit organizations. Matco provides investment advisory services to investors on a discretionary basis through mutual funds and separately managed accounts. This communication is intended for information purposes only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Matco Financial Inc. makes no representations as to the accuracy or any other aspect of information contained in other websites. All statements that look forward in time or include anything other than historical information are subject to risks and uncertainties and are not guarantees of future performance. Investors should not rely on forward-looking statements. Actual results, actions or events, could differ materially from those set forth in the forward-looking statements.

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Our mailing address is:
350, 440 – 2nd Ave SW,
Calgary, Alberta T2P 5E9
Phone: 403.539.5740
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