News Room

Canada Needs a Financial Plan

According to a July 23 publication by the Fraser Institute, we are getting poorer here in Canada and the prospects for economic growth are looking grim.  This should be of concern to every Canadian concerned about their “real income” – that’s their purchasing power – and by extension - their ability to fund consumption now and for important family milestones in the future:  retirements, education and homeownership.  It’s grim, but there are practical suggestions for a turn around plan. Here’s a synopsis of the report.   

Combating Fake News & DIY Wealth Management Trends

As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.

Weekly Thought Provoker: Relationship Management Strategies

Join our online discussion: How do you overcome threats through relationship management?

People in the News

Kent Coulter, a wealth manager in Edmonton, lauds the benefits of the Distinguished Advisor Conference

Changes to CPP Will Reduce OAS Benefits for Thousands: How Can You Help?

Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.

New Canadian Tax Reforms Fail to Address Modern Challenges

Just how much is too much tax? For whom? In case you missed it, Canada is in the midst of a contentious tax reform that increasingly advocates the defeated reforms of yester-year.

Victims of Bank Fraud: Who’s on the Hook?

The head of the Royal Bank of Scotland came under fire this month for saying bank fraud victims shouldn’t expect automatic refunds. But the comments made by CEO Ross McEwan, essentially blaming consumers for being careless with their PINs and passwords, are already in line with how some Canadian banks handle consumer fraud claims.
 
 
 
Knowledge Bureau Poll Question

Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?

  • Yes
    139 votes
    83.23%
  • No
    28 votes
    16.77%