Master the Future of Retirement and Estate Planning: May 21 CE Summit

As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!

On June 13, the Bank of Canada released its Financial System Review (FSR)[1]. The major risks to the Canadian economy remain the uncertain global economic condition. However, the largest domestic source of risk to the stability of the Canadian Financial system is identified as the housing market.

New Family Law Act in BC triggers wealth preservation considerations.

I recently ran across an interesting article published in Knowledge@Wharton (December 9, 2009)[1]. It, in turn, references an article in the medical journal The Lancet, which states that children born since the year 2000 in developed countries will most likely live to be 100 and, in fact, that they will be healthier than elderly people in previous generations.

Leaders of the G-8 countries, including Canada’s Stephen Harper, met in Ireland on Monday June 17th to discuss, among other things, “tax havens”.

Advisors should be aware of and discussing income replacement opportunities with their client families if disability has entered into the picture.

If you have a Registered Disability Saving Plan and are receiving disability assistance payments from the plan, a portion of these payments will be shown in Box 131 of a T4A slip.