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.Deadline May 31: Enter the Distinguished Advisors Awards!
Are you a distinguished advisor in your industry? If so, be sure to enter two prestigious awards to be announced at the DAC in beautiful Kelowna, Nov. 5-8 this year.
Financial Trivia Question: Distinguished Advisor Conference - Nov. 5-8 in Kelowna, British Columbia
It’s time once again for our skill-testing financial trivia contest. This is your chance to win a free registration to DAC, November 5-8 in spectacular Kelowna, BC, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change. Here’s April’s question:
People in the News
Ellie Jenner, DFA - Tax Services Specialist™, Alberta: Designation that makes you to feel confident in the tax and investment advice you give to clients. It is important for Investment Advisors to have tax knowledge.
Life Purpose
"If you have much, give of your wealth; if you have little, give of your heart." Arabic Proverb
End of an Era: Budget Kills Canada Savings Bonds
The CSB is officially obsolete, killed by the March 22, 2017 federal budget. What effect does this have on investors? Some new planning strategies are in order for planners and clients alike. But first a little history...
The Disability Amount, a Most Lucrative Tax Credit
The Disability Tax Amount, a non-refundable tax credit valued at $8,001 in tax year 2016, can be claimed by someone who is markedly restricted in the activities of daily living on a permanent basis, or by their supporting individual.
