News Room

This Month’s Poll

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

Estate Planning: Testamentary Capacity

In order to make a valid will in any province in Canada, the testator (or will maker) must have a sound dispositive mind or testamentary capacity.

Case Study: Planning the Sales of Home and Cottage

Is the gain tax exempt? Solve this case study: Phil and Sylvia have owned their home in the city for 20 years and their cottage at the lake for 10 years in that 20-year period...

School Planning: Tuition, Education, Textbook Amounts

The start of the school year is only a short month away, and now is a great time to think about the tax benefits of post-secondary studies in order to be organized come year-end.

Economist Michael Gregory Discusses Global Wealth at DAC

Michael Gregory brings his expertise in global economics to the 2014 Distinguished Advisor Conference in his session Sweet Spots in Global Wealth: The New Normal is a New Hybrid.

Retirement and Estate Planning Bootcamp

This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

Master Your Retirement: Fulfill Your Dreams With Peace of Mind

There are new options for building your retirement nest egg into a steady income stream to support your lifestyle. Master Your Retirement will guide you in achieving real results.
 
 
 
Knowledge Bureau Poll Question

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

  • Yes
    3 votes
    100%
  • No
    0 votes
    0%