Record Number of Tax Returns Filed in 2026
It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.Trusts and Control
Most advisors know that everyone should have a will and power of attorneys for property and health. But should everyone have a trust as part of their estate plans? According to best-selling author Christine Van Cauwenberghe who is also VP, Tax and Estate Planning at IG, trusts are not for everyone.
Global Families: Beware the Multi-Million Dollar Tax Traps
Global Families: Beware the Multi Million Dollar Tax Traps
By Terri Williams
What does the great wealth transfer look like post-pandemic and after tax? The trend may be that sharing money and assets with the next generation will happen sooner rather than later, according to a recent CIBC survey.
Investment Planning - What if Conventional Wisdom is Wrong?
Investment Planning – What if Conventional Wisdom is Wrong?
By Terri Williams
According to Dr. Jack Mintz, who spoke at last week’s Distinguished Advisor Conference (DAC), the global economy faces a very uncertain future because of the impact of the pandemic induced supply shock.
What’s to Come as Some COVID-Response Benefits End?
On October 21, just a whisper before many of the pandemic support programs for individuals and business were set to expire two days later, including the Canada Recovery Benefit (CRB) and Canada Emergency Wage Subsidy (CEWS), the federal government announced some transitional provisions. Now, new targeted COVID-19 support benefits are being introduced. Read on for details:
Why We Need to Do More: The Notion of Ethos
Trouble keeping or engaging staff? It’s a common issue, but there may be a simple solution, according to Dr. Paul Bates, who kicked off the educational portion of the Virtual DAC (Distinguished Advisor Conference) agenda Sunday evening with an inspiring overview of what leaders need to do to create a workplace which leads to complete human flourishing.
Improv-ing on Soft Skills
Who knew Improv could be such a great team building exercise? If you are working with a new team in your organization, you should consider it, as DAC delegates found out to their surprise and delight. The Virtual Night at the Improv session was more than a hoot: delegates also learned a lot about communication skills in four skill-building games. Here’s what happened:
