November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Risk Management Reviews Important in Light of Higher Inflation
With the recent spike in inflation, planners need to re-evaluate their financial plans. I’ve previously written about revisiting the long-term mortgage amortization projections with rising interest rates and the impact of rising costs to cash flow (With Mortgage Rates Rising, Revisit Financial Plans).
New Advisor Award: Nominations Accepted Until September 15
Nominate someone you know for the DAC New Advisor Award today!
DAC 2022: Financial Peace of Mind Through the Emotional Despair of Climate Change
Estate Planning: Finding Financial Peace of Mind Despite Next Gen Despair
Business Leaders: Future-Proof Your Practice
Gender Inclusion: Acknowledging and Servicing Transgender, Non-Binary and LGBTQ2+ People.
It has never been more apparent than now that gender norms are changing, and these changes are here to stay.
DTC Claims For Diabetics and Others: Your Money is Coming
Good news! CRA is reviewing previously denied claims for the Disability Tax Credit (DTC) under expanded eligibility criteria available for the 2021 tax filing year.
Preserving Capital in Inflationary Times
Preserving capital in the current environment includes three goals: managing the financial triggers caused by the current environment, understanding the tax-efficient "wealth horizon", and preserving income-producing capital in advance of transition events: retirement and death of a taxpayer.
