Fall Federal Budget: Will Spending Be Cut?

Canada has historically presented an annual budget since Confederation in 1867, even through periods like World Wars and the Great Depression, but we have recently experienced the longest period without a full federal budget in our history. By the time the next one is brought down, expected in October 2025, it will have been 18 months since the controversial April 2024 budget which introduced the doomed capital gains inclusion rate hikes. What can we expect?

What are you doing with your tax refund this year? If it hasn’t yet been spent, one of the most tax-efficient things you can do is to invest it in your TFSA. It’s a short-term plan with a long-term vision: this investment will help to guarantee your tax-efficient retirement.

CRA is providing relief for taxpayers across the country, and particularly in Quebec and Ontario, whose tax filings were interrupted by severe flooding over the past few weeks. 

“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” - Alexander Dumas

What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.