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.  

Hurry, the early-bird registration for the 2017 DAC ends on June 30!

DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services, where industry-leading speakers address today’s key technical trends and business issues.

Business Valuation: Know How Much Your Client’s Business is Worth

Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey. 

Another Winner for the 2017 DAC/Trivia Contest and the June question is now available!

Once again, the response to our trivia contest for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC has been phenomenal!

People in the News

Sarah McCurdy, a DFA-Tax Services Specialist and Certified Professional Bookkeeper with the IPBC.

Living the Canadian Dream: National Income Mobility Trends Upwards

Most parents work hard in the hope that their children will be able to enjoy a better life than they did. A groundbreaking new study recently released by Statistics Canada shows that younger generations of Canadians may indeed be reaping the benefits of that Canadian Dream.

Rising CPP Pensions: A Help or Hindrance to Retirement Savings?

Expanding the Canada Pension Plan has been a priority for the federal government from the start of their mandate. The goal is to shore up retirement income at a time when access to company pension plans is dwindling. To that end, a steep increase to CPP contribution rates looms in 2019. But will this do the trick to close the savings gap? There is debate on the issue.
 
 
 
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%