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Welcome back to the Savvy Investor Podcast! In this episode, we bring back Lisa Elle, from Ellements Group who is renowned for her expertise in wealth and tax strategy.

Key highlights of the episode:

• Tax Season Overview: Understanding CRA processes to avoid hasty filings is key
• Filing Challenges & Tips: Lisa advises against early filing due to CRA software delays; stresses importance of waiting for T-slips.
• Organizational Strategies: Lisa stresses the importance of starting organization post-tax season for better preparation the following year. She suggests apps like Zoho Expense and Hub Doc for receipt management.
• Seek Professional Advice: Consult with financial experts to minimize tax liabilities effectively.
• Understand Your Options: Evaluate RRSP contributions and TFSA investments based on future income scenarios.

& more!

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Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.