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.  

2017 Provincial Budget Roundup: Part 3

In case you missed it during tax season, several provinces announced tax changes to their regimes. In this third and final installment of the Provincial Budget Roundup series, we will present a brief summary of the tax provisions from Quebec, the Maritimes and the Territories:

Use your tax refund for your TFSA

What are you doing with your tax refund this year? If it hasn’t yet been spent, one of the most tax-efficient things you can do is to invest it in your TFSA. It’s a short-term plan with a long-term vision: this investment will help to guarantee your tax-efficient retirement.

Natural disaster relief available for tax filers

CRA is providing relief for taxpayers across the country, and particularly in Quebec and Ontario, whose tax filings were interrupted by severe flooding over the past few weeks. 

Life Purpose

“Do not value money for any more nor any less than its worth; it is a good servant but a bad master.” - Alexander Dumas

The Distinguished Advisor Conference: The best professional development investment of 2017

What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

Business continuity: An important discussion at the Distinguished Advisor Workshop

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 
 
 
 
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%