News Room

Pre-Budget Consultations Now Underway!

Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.

Featured Book: The One Financial Habit that Could Change Your Life

Learn how to save a portion of every pay cheque regularly and then invest the money wisely. You'll retire richer than you ever dreamed possible and you’ll achieve peace of mind. A great gift for a new graduate embarking on their financial future or for a client needing some money saving strategies! Order by Mar. 12 to take advantage of our boxes of books special!

Featured Course: Tax Strategies for Financial Advisors

Give your clients expert solutions to their investment strategies and increase their returns with tax efficiency. Guide your clients to earn investment income tax efficiently, split it with family members, and avoid tax erosion of the capital at transition times.

Featured Tool: Tax Efficient Retirement Income Calculator

The average retirement is 20 years. This powerful calculator will show you what those 20 years look like, financially speaking, after tax, for both you and your spouse, retiring at different times. Test it out with our FREE trial!

BC Latest Province to Add High Income Surtaxes

A trend appears to have started in balancing provincial budgets, as BC follows Ontario, Nova Scotia, and Quebec in its February 19 budget with the introduction of a "high income surtax" which could, in the absence of planning, increasingly penalize the wealth accumulations of retirees.

Identity Theft Defense No Help in Federal Court

Despite an apparent identity theft, a taxpayer was obliged to pay taxes on income he could not prove was over reported. Filed by Greer Jacks, who is researching tax cases EverGreen Explanatory Notes.

CRA Issues Fraud Alert

The Canada Revenue Agency (CRA) is warning taxpayers that fraudulent emails have been circulating with increasing frequency lately requesting personal information.
 
 
 
Knowledge Bureau Poll Question

Is the new Canada Groceries and Essential Benefit the right solution to help Canadians with inflation?

  • Yes
    7 votes
    6.73%
  • No
    97 votes
    93.27%