August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?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.
