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.  

Taxes on Rich Can be Unfair for Everyone

In answer to the question posed in Knowledge Bureau’s May opinion poll, professional financial advisors from across Canada agreed by an overwhelming majority—78% to 22%—that top marginal tax rates close to, or over, 50% are not fair.

Education on Pre-Retirement Planning is Critical for Millennials

Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation.

What Tax Relief Replaces the Children’s Fitness and Arts Credits?

Two federal family tax credits have disappeared in 2017: the Children’s Fitness Tax Credit and the Children’s Arts Amount. Is there anything families can do to shore up tax savings in light of this unfortunate news?

Coming Soon! Meet the Tax Filing Deadline for Proprietors

Midnight June 15 is the tax filing deadline for unincorporated business owners and their spouses, and the official end of tax season for those weary folks in the tax preparation industry! Don’t let this important deadline get lost in your pre-summer planning.

Life Purpose

“Believe those who are seeking the truth. Doubt those who find it.” —André Gide

Help Clients Maximize Their Investment Income in Uncertain Times

Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?
 
 
 
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
    342 votes
    69.8%
  • No
    148 votes
    30.2%