News Room

New Tax Changes for Caregivers: Alberta Budget

Alberta Finance Minister Nater Horner delivered his second consecutive deficit budget on February 26. The deficit is large at $9.4 billion, which the government attributes largely to declining oil revenues. The document is called Fiscal Plan 2026-2029 meaning that this is a three-year fiscal pan, rather than the typical one-year projection.

Exclusive Financial Survey Provides Client Insights to Advisors’ Value at DAC

FOR IMMEDIATE RELEASE – Ozy Camacho, Publisher, Investment Executive and Finance et Investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their financial advisors.

Seven Ways to Fund Higher Education – Part 2

The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

Child Fitness Amount: Small Improvements but Welcome Relief

Our sons participated with gusto in many sports: hockey, lacrosse, soccer and marathon running.  In the chief role of road warriors, we charioted cherubs from one sportsplex to another. These activities provided physical, social, team and leadership skills that continue to be priceless, despite the often exorbitant price tag.

Case Dismissed: Due Diligence in Failure to Report Income

Tax and financial advisors take note: Within its reasons for judgment in a recent case, the Tax Court of Canada (TCC) has made some interesting comments about the due diligence defence as it pertains to subsection 163(1) of the Income Tax Act, and about how this defence can be successfully used in the context of a penalty under subsection 163(1).

Market Volatility Requires a Risk Management Strategy

We experienced another enormous market swoon this week; as reported by various media, the Dow Jones Industrial Average (DJIA) dropped almost 1100 points on Monday, charting the largest ever drop in the markets and closing 600 points down in its worst trading day since 2011.

Mark Your Calendar:  Advanced Family Business & Year-End Planning Workshop

Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.
 
 
 
Knowledge Bureau Poll Question

Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?

  • Yes
    38 votes
    29.92%
  • No
    89 votes
    70.08%