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.  

Gifts made by you or your spouse in the current year or in any of the immediately preceding five years can be claimed on this year’s return so long as those donations have not already been claimed.

You are going to be busy. Now is the time to update your skills and train your staff before tax season begins. Start earning valuable CE/CPD credits today!

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Ensure your clients’ gifts complement their overall wealth management strategy in a tax-effective manner. Enrol in Investment Strategies in Charitable Giving by October 23 and save $200.

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