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.  

Top 10 Retirement Planning Questions

What’s a detailed, tax-efficient retirement income projection worth to your clients? A lot of peace of mind, especially if they are interested in continuing to build their net worth in retirement and beyond, while reducing their frustration with high taxes on private pension income.

Connecting The Dots Isn’t Child’s Play - Elements of Real Wealth Management

There are many unique opportunities to serve clients in the tax and financial services today.  More than ever, clients expect to receive advice that is relevant both for today’s environment and for the long-term.

Tax Deadline Approaching… With a Twist

Have you filed yet? You have a bit of breathing room thanks to a CRA error.

Beer in Ontario Grocery Stores:  But it will cost more

The Ontario provincial budget was presented on April 23 and although it contains no new personal or corporate taxes and only a few changes to beer drinkers, corporate credits and drivers might be particularly interested in this document. 

Business Digests Provincial Budget in NS

The 2015 Nova Scotia provincial budget was tabled on April 9, 2015, to significant controversy from the film industry in that province and with negative implications for retiring business owners. 

RRIF Withdrawal Strategies After April 2015 Budget

The April 21 Federal Budget adjusted the minimum RRIF withdrawal rates Canadians must apply to their taxable incomes in their retirement years.
 
 
 
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
    343 votes
    69.86%
  • No
    148 votes
    30.14%