News Room

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.  

Evelyn Jacks: Living to 100 – Financial Literacy Matters More

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.

NEWS RELEASE: International Tax Non-Compliance the Leading Topic of the G-8 Summit in Ireland

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”.

Disability Awareness: EI Benefits for Disabled People

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

RDSP Income

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.

How Do I Report My Employee Stock Options?

An employer may provide employees with the opportunity to purchase shares in the employer’s corporation at some future date, but at a price that is the current market price when the option is granted. 

Understanding Synthetic Dispositions – Short Sale of Similar or Identical Property

We continue our Synthetic Dispositions series this week with a look at the short sale of similar or identical property.
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    345 votes
    69.98%
  • No
    148 votes
    30.02%