July 2025 Tax & Financing Insights
As we pass the midpoint of 2025, it’s time to sharpen our lens on tax planning and financing strategy. The Canadian economic landscape is steady—but not stagnant—and that calls for smart, proactive moves. Here’s what you need to know right now.
July is the perfect time to conduct a mid-year financial review. Don’t wait for the fall rush— clients who plan now have a better shot at minimizing tax and optimizing credit before the year-end floodgates open.
1. Installment Reminders & CRA Compliance Moves
2. Leverage Timing: Capital Loss Harvesting Begins Early
3. Smart Borrowing: Still Viable, Selectively
Need Help with Your Tax & Financing Strategy?
At Assentt, we specialize in helping Canadians build resilient financial plans that can withstand global shocks. Whether you’re a retiree, business owner, or first-time investor, we provide personalized planning to help you stay confident in any economic environment.
Contact us today for a strategic review and let’s ensure your financial future is protected—no matter what Washington decides next.
The information provided is for educational/entertainment purposes only. Actual information may vary, please consult our office for further details. Got a question? Feel free to reach us at helpdesk@assentt.com.
