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The Biggest Tax Mistake Canadians Make After Filing
In this episode of the AskTMFG Podcast, Financial Advisors Carlo Cansino and John Iaconetti break down one of the most common financial mistake Canadians make after filing their taxes.
While most people treat tax season like the finish line, they explain that your tax return, Notice of Assessment, and refund can actually become powerful tools for planning the year ahead.
They walk through five practical moves Canadians can make right after filing to avoid missed opportunities and make smarter financial decisions moving forward.
The conversation covers how to use your Notice of Assessment, how to think strategically about a tax refund, why adjusting tax withholdings matters, and how revisiting your RRSP strategy can improve long-term results.
Filing your taxes may feel like the end, but it’s often the best starting point for better financial planning.
👉 Watch the full video episode on YouTube to learn how to make smarter financial decisions after tax season:
https://youtu.be/cZ7_9psZNnQ
Question for our listeners:
Have you ever used your tax return as a planning tool, or do you usually move on once you file?
👉 If you’d like help reviewing your retirement strategy, we’re offering a complimentary portfolio analysis:
https://tmfg.ca/portfolio-analysis/
Follow us on our social channels:
LinkedIn: The McClelland Financial Group
Facebook: https://www.facebook.com/tmfg.ca
Instagram: https://www.instagram.com/themcclellandfinancialgroup_/
View all episodes
By asktmfgIn this episode of the AskTMFG Podcast, Financial Advisors Carlo Cansino and John Iaconetti break down one of the most common financial mistake Canadians make after filing their taxes.
While most people treat tax season like the finish line, they explain that your tax return, Notice of Assessment, and refund can actually become powerful tools for planning the year ahead.
They walk through five practical moves Canadians can make right after filing to avoid missed opportunities and make smarter financial decisions moving forward.
The conversation covers how to use your Notice of Assessment, how to think strategically about a tax refund, why adjusting tax withholdings matters, and how revisiting your RRSP strategy can improve long-term results.
Filing your taxes may feel like the end, but it’s often the best starting point for better financial planning.
👉 Watch the full video episode on YouTube to learn how to make smarter financial decisions after tax season:
https://youtu.be/cZ7_9psZNnQ
Question for our listeners:
Have you ever used your tax return as a planning tool, or do you usually move on once you file?
👉 If you’d like help reviewing your retirement strategy, we’re offering a complimentary portfolio analysis:
https://tmfg.ca/portfolio-analysis/
Follow us on our social channels:
LinkedIn: The McClelland Financial Group
Facebook: https://www.facebook.com/tmfg.ca
Instagram: https://www.instagram.com/themcclellandfinancialgroup_/