News Room

Helping First Nations, Inuit and Metis with Tax Filing

The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.

Cut the Crap and Manage the Bull

Do you want financial freedom on your own terms. Learn how to develop the Winner’s Mindset in Managing the Bull – a must-read, inspiring, informative, and impactful book by a celebrated author, David Christianson, who was just named a Fellow of FPSC. Buy 3, Get 1 Free.

Advisors: Earn Meaningful CE with Tax Strategies for Financial Advisors

Develop a strategic and tax-efficient investment income plan with your clients that will increase returns. Now qualifies for 30 FPSC CE credits. Enrol before July 15 and save $200...we'll even pay the sales tax! Call 1-866-953-4769.

Expert Panel: The Advisor’s Opportunity with Money Savvy Kids

Affluenza is a problem!  What challenges do advisors face in building wealth for the children of their clients, especially in the case of high net worth clients?  

Get Quick Answers on RRSP Contributions

The RRSP is the most versatile vehicle available for tax planning for most Canadians although it is often poorly utilized. The RRSP Savings Calculator provides quick answers about the potential tax savings that can be obtained through an RRSP contribution as well as the consequences of borrowing to make that contribution.

Advisor Penalties Not Criminal in Nature Says Federal Court of Appeal

On June 12, 2013, the Federal Court of Appeal released its decision in Canada v. Guindon (2013 FCA 153). The issue to be determined was whether advisor penalties levied under Section 163.2 of the Income Tax Act (the “Act”) created an “offence” within the purview of Section 11 of the Canadian Charter of Rights and Freedoms (the “Charter”).

Financial Literacy Leader Apply Here

On June 20, the Honourable Ted Menzies, Minister of State, Finance, announced that the selection process for the first Financial Literacy Leader of Canada was officially underway.
 
 
 
Knowledge Bureau Poll Question

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

  • Yes
    11 votes
    16.67%
  • No
    55 votes
    83.33%