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.  

Train your staff now in order to prepare accurate T1 tax returns for your clients. T1 Professional Tax Preparation – Basic includes the latest tax changes for 2013 returns. Enrol by November 27 and save $200 on tax deductible tuition fees.

With EverGreen Explanatory Notes, you have a wealth of resources at your fingertips, allowing you to quickly access issues and answers, examples, checklists, and recent court cases in response to your clients’ needs. Try a free demo!

Knowledge Bureau president Evelyn Jacks’ presentation started the first day of DAC 2013, the most successful conference in the 10 year history of this exclusive event for Canadian wealth advisors from coast to coast.

Collaborative decision-making was the name of the game for Day 2 of DAC 2013 in Ojai, California.

Collaborative wealth management — Reaching Higher for Bigger Successes — was the theme for the final day of DAC 2013. The day started with a grim picture of aging demographics. 

Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15.