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.  

Court Concludes That Testator Accidently Burned Will

We all make mistakes, but what are the chances of accidently setting your original Will alight without the intention of revoking it?

Rethinking Professional Relationships in Retirement

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them. 

June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates

Substantial tax reform has recently changed the rules for post-death planning for high net worth families.

Empower Your Presence: By Working a Room Like a Pro

People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on. 

Knowledge Bureau Highlight: Wayne Blackmere

With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.

Tax Filing Errors:  Fix ‘em Online, but Be Careful

It’s going to be one of those tax years – lots of complicated tax changes plus lots of reasons for taxpayers to want their tax refunds early. 
 
 
 
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%