July 2025 Poll

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? 

Do you have to file an income tax return this year — or can you just skip it for once?

Advance income tax rulings can be a useful tool in business and personal wealth planning because they provide certainty and confidence.

What happens with accumulated income payments from a Registered Education Saving Plan (RESP) when the plan is a joint plan?

Keep an eye on net income, Line 236 of your T1 return. It’s one of the most important lines because of its impact on the size of your refundable and non-refundable tax credits. 

This week: 10 neat things about blue jays

Portfolio construction begins with the thorough understanding of the risk profile of the client. This course's components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.