June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?Building Wealth for Retirement: What’s the Right Choice?
The Registered vs Non-Registered Savings Calculator let you see at a glance how your saving will accumulate over time based on your current savings balance and your plan for periodic deposits. The calculator shows the results in a non-registered savings account as well as in a registered savings account such as an RRSP or TFSA as well as the future value of the accumulated deposits.
Cottage Planning: How Many Rooms Will Tax Take?
Enjoying the summer cottage is a Canadian tradition. Do you know what your cottage is worth? According to David Christianson, this week’s guest columnist, a valuation this year might be a good idea, as high cottage values could bring succession challenges.
OAS and Non-Residents: File Form T1136 to Continue Benefits
Do you know of a non-resident receiving OAS? To ensure that OAS payments are not interrupted, please let them know that a special return must be filed.
RESPs: Educating Little Ones a Family Priority
Summer time is family time—and a good opportunity to review the funding of education for little ones. In this RESP review, the object is for advisors, parents, and grandparents to consider whether this registered plan is the right one for your new addition.
Family Chats – Medical Expenses Can Be Claimed for Disabled Adult
To everything there is a season. . .and, unfortunately within a circle of life, illness may arise. This event may in fact require an inter-advisory team of financial professionals to help your loved one transition from capacity to incapacity.
The Caregiver’s Return – Tax Deductions And Credits
Imagine this true-to-life situation: A single daughter brings her stricken mother into her home to care for her after she has suffered a stroke.
