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.Seven Business Disruptors That Require a Leader’s Attention
Leadership matters, especially when you consider all the disruptions that appear at your business doorstep every day. How to survive them? Lean into them! In fact, there are seven key disruptors you must address immediately with your team if you are concerned about successfully growing your business to the next level.
Which Employee Benefits Are Taxable?
A couple of weeks ago, the financial news of the day involved a controversy about the taxation of employee benefits. CRA was enforcing its interpretation of the law in relation to the taxation of the benefit of receiving employee discounts at work. After a political outcry, CRA backed down, leaving several question marks.
Final Tax Instalment for 2017: Help Clients Budget for Savings and Holidays
Do you need more cash flow before Christmas? It’s a great question for tax and financial advisors to ask their clients who are pensioners, divorces or proprietors. That’s because the final quarterly tax instalment of the year is coming up soon – December 15 – and with proper planning, it might be avoided.
Financial Professionals Agree that the Demise of Canada Savings Bond is Appropriate
Our October Poll delivered surprising results regarding the demise of The Canada Savings Bond. Most financial professionals polled agreed, indicating that TFSAs are a better alternative. However, it’s clear that some Canadians attribute nostalgic value to CSBs.
Life Purpose - Success
“You cannot climb the ladder of success dressed in the costume of failure.” —Zig Ziglar
Keeping Businesses in the Family Through Financial Planning
Statistics show that only 30 per cent of businesses are transitioned to the next generation. However, we’re entering a time when family businesses are going to play a much more integral role in economic growth and development. Why is this, and what does that mean for advisors and tax professionals?
