August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?TFSA Penalties: Advisors Can Help
TFSA holders can withdraw any amount they want from their TFSAs at any time, but as close to 55,000 people found out in warning packages from CRA recently, putting the money back can create a 1% per month penalty if it’s done at the wrong time.
Outlook On Banks Turns Negative
On August 8th, Standard & Poor’s (S&P) revised its outlook on Canadian banks to “negative”. Why?
Global Sweet Spots Include Canada
Canada’s economic growth is poised to be in a sweet spot.
Onus of Proof on CRA
The Tax Court of Canada recently allowed an application for an extension to serve a notice of objection to an assessment. Perhaps the most interesting aspect of the case was the dismal performance of the Canada Revenue Agency (CRA).
Evelyn Jacks: Back to Retirement Planning School
The fall “back to school” time provides a great opportunity enhance knowledge-based careers.
The Delusionary Testator
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.
