News Room

The Gateway:  Maximizing the Impact of the Disability Tax Credit

In addition to reducing income tax through a non-refundable credit, the Disability Tax Credit (DTC) serves as a gateway to a wide range of additional tax benefits and government programs. Eligibility for the DTC can unlock enhanced credits, financial supplements, and long-term savings opportunities that go well beyond the tax return. Understanding how the DTC connects to these broader supports is essential for maximizing financial stability—both for individuals living with disabilities and the family members who support them.  Unfortunately, many taxpayers miss this credit and their tax and financial advisors can certainly help when this happens.

People in the News: Cecil Baldry-White

Cecil Baldry-White, CEO of Alitis Investment Counsel, believes there are six major challenges that wealth advisors face in attaining higher returns and longer term performance for their clients in today’s difficult investment environment, and he believes we must meet these challenges head on.

Insurance Strategies Course Updated and Improved

Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.

Panama Papers and Tax Systems Discussion

Recent Panama Papers leak started broad discussion on tax systems and the underground economy.

Life Purpose

"Try to be a rainbow in someone's cloud." Maya Angelou

Budget 2016: What Previously Announced Tax Provisions Remain?

If you are confused by the numerous family tax changes over the past couple of years, you are probably not alone.

Tax Tips: Big Tax Refund? Use It for Education Savings

In the unlikely event that you have no plans for your tax refund, consider using it in a special way this year, especially if you’re a parent or a grandparent: help your kids or grandchildren with their education funding. One way to speed up the accumulations is with a contribution to the Registered Education Savings Plan (RESP).
 
 
 
Knowledge Bureau Poll Question

Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?

  • Yes
    12 votes
    10.91%
  • No
    98 votes
    89.09%