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.  

Real Wealth Management: The key to sustaining family wealth

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

Financial Trivia Contest: Another chance to win a free registration to DAC!

Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.

People in the News

Increase your knowledge and value proposition with DFA - Tax Services Specialist™ designation—Chad Kruger, Alberta

Little-Known Tax Relief for Student Loans

Student loan indebtedness is a burden that often haunts graduates for many years after they have completed their post-secondary education. According to a Statistics Canada report from 2012, the average university student’s debt is $21,700. Fortunately, there is some relief on the tax return.

2017 Provincial Budget Roundup: Part 2

This is the second in the Provincial Budget Roundup series. This week, we present a brief summary of the tax provisions from the western and prairie provinces:

Should You Take Your CPP Early or Late?

Are you thinking about retiring soon?  One important consideration in this process is whether you should start your Canada Pension Plan benefits early or late. Now that tax season is over for most people (proprietors have until June 15 to file their returns), this is a question tax specialists and their pre-retiring clients should be discussing sooner rather than later. In fact, anticipating the after-tax consequences of this decision can help spur on broader retirement planning activities.
 
 
 
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%