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.  

What’s my business worth? If you or your business owner clients have ever pondered this question, you won’t want to miss this session.

Provide the expertise your small-to-medium business owner clients seek.  Whether you are a tax or wealth advisor, it is critical to understand the ins and outs of preparing T2 returns and gain a deeper understanding of the planning issues around share structure to diversify income sources, invest pools of redundant capital, maximize income splitting amongst family members, and plan for the sale of business maximizing the $800,000 Capital Gains Exemption in 2014. Early bird rates end June 30.

Do you have clients who have trouble saving enough money to make RRSP/TFSA deposits? Here is a smart resource that will pay off in spades: The One Financial Habit that Could Change Your Life. Three deliverables:  Refocus, build strong financial habits, and use the time value of money to change your financial life. Buy 3 online this week, get 1 free.

Are you aware of the possibility of paying victim surcharges?

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.