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.  

DAC 2015 is Heading to Puerto Vallarta, Mexico

Have you reserved your spot at the 2015 Distinguished Advisors Conference (DAC) yet?  

Knowledge Bureau Designate Highlight: Faline Linstone

Faline Linstone from Kamloops, BC recently completed the T1 Professional Tax Preparation - Basic course to upgrade her qualifications, and she met all of her objectives.

Illness In the Family? The Tax System Provides Relief

This is a good time of the year to discuss family health – with your tax advisor! 

New Trust Legislation Enacted

Advisors should inform their high net worth clients of recently enacted changes to tax benefits arising from the use of trusts. 

CPP – Now or Later?

One of the more difficult decisions for those approaching retirement is when to start receiving their CPP retirement pension. 

Foreign Income Verification Reporting – Form T1135 (Part 2)

Last week we covered Foreign Income Verification Reporting, Form T1135 in general along with the basic requirements of foreign holdings reporting.  This week we’ll look at the form in detail and cover some of the specific reporting requirements.
 
 
 
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%