News Room

This Month’s Poll

Should the Old Age Security clawback start at a lower net income than the current $93,454?   

Rethinking Professional Relationships in Retirement

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them. 

June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates

Substantial tax reform has recently changed the rules for post-death planning for high net worth families.

Empower Your Presence: By Working a Room Like a Pro

People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on. 

Knowledge Bureau Highlight: Wayne Blackmere

With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.

Tax Filing Errors:  Fix ‘em Online, but Be Careful

It’s going to be one of those tax years – lots of complicated tax changes plus lots of reasons for taxpayers to want their tax refunds early. 

Tax Incentive Plan:  Understating Income is Expensive

There are many ways to compute a tax return mathematically correctly. 
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    5 votes
    13.89%
  • No
    31 votes
    86.11%