News Room

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.  

Why the RWM™ is the Answer for Independent Advisors

The RWM™ (Real Wealth Manager) is the designation of choice for independently minded advisors who want to practice in a truly holistic framework using a multi-generational approach to wealth management. It is also the designation that indicates the skills to manage strategic focus within an inter-advisory team required to make joint-decisions with higher net worth clients. Finally, you’ll be connected to an incredibly talented, national network of RWMs. Find out more below:

Capital Gains Chaos: Extensions & Unprecedented Delays to Tax Season 2025

Stop! Don’t file a T1 or T3 tax return yet, says a March 11, 2025, news release from the CRA, if you have been impacted by the chaos of the proposed capital gains inclusion rate increase.

Transparency, Taxes and the Big Distraction

If Canada’s most famous WWII spy were around today, he might well have been speaking about the federal government's Fall Economic Statement (FES).

T3 Filings: What is a Listed Trust?  

A listed trust is one that is generally exempt from filing a T3 return unless, it owes money to CRA.

Prepare to Deliver Collective Re-Assurance During Uncertain Times

Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth.

DMA-Business Transition Services Specialist Designation

The demand for skilled talent is high among Canadian finance leaders, with a limited supply of skilled talent.
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    345 votes
    69.98%
  • No
    148 votes
    30.02%