Opportunity: Canadian Dollar Stabilizes, Somewhat
Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.Part 3: Reporting Segregated Funds with Guarantees at Death
Reporting for taxpayers with segregated funds that feature guarantees at death require some advanced knowledge to this properly.
Structure a Tax-Efficient Family Income
Modern families that are successful in accumulating wealth over time use the power of their economic unit to get the best after-tax results during their lifetimes and with a tax-efficient, intergenerational wealth transfer in mind.
Highlights from DAC 2013: Back to the Future
The 10th annual Distinguished Advisor Conference was deemed to be the best yet – the speakers and sessions, networking opportunities, events, and unique Ojai moments. Here are few highlights from DAC 2013...
Leading Ladies Tell All at LeadHERship Café
Evelyn Jacks was among nine fempreneurs from across Manitoba who were interviewed by Women Business Owners Today about lessons in leadership.
Will You Be Ready for Tax Season?
Prepare yourself and your staff for the upcoming busy 2014 tax season with the Personal Tax Bootcamp – It's ALL TAX, ALL DAY, and it's going to be fun! Enrol by November 30 for best tuition prices.
Tackle the Tough Money Conversations
Through real life stories in Financial Fotographs, learn how to empower your family to have a healthy attitude about the financial aspects of life and broach the taboo financial subjects with ease. Order your copy today, hot off the presses.
