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.  

Tax Incentive Plan:  Understating Income is Expensive

There are many ways to compute a tax return mathematically correctly. 

Tough Letter of the Law

In a recent decision from the Supreme Court of British Columbia, it was held that the former common-law partner of a deceased individual was entitled to the pension benefits of his plan because the deceased never changed the beneficiary designation.

Get Your Pot of Gold From Knowledge Bureau

Contest announcement from Knowledge Bureau

Don’t Hide In Your Shell, Sign Up For DAC Now!

Witnessing the brave migration of baby turtles from the sand in which they are hatched in to the sea they must live in, is an incredible experience – one that influenced the choice of Puerto Vallarta as the site of the 2015 Distinguished Advisor Conference. 

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.

Do Taxpayer Report Gains and Losses on Currency Fluctuations?

According to the Bank of Canada, since October 1950,  the record low for the Canadian dollar against the US dollar was recorded on the 21st of January 2002 – just over 13 years ago – when the loonie was worth just .6179. 
 
 
 
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%