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.US Tax Reforms Could Attract Top Canadian Talent
In its first major tax reform in over 30 years, the United States is considering a package of tax changes that if passed into law, could significantly impact Canada’s ability to keep top talent and business ventures from moving across the border.
Debt Management Series: How Debt Affects Wealth Management
It’s financial literacy month and Canadians need help with debt management-badly. Over half (52 per cent) of Canadians are only $200 away from insolvency according to a poll of 1,500 Canadians by insolvency consultancy MNP this spring. It’s a highly valued service that tax and financial advisors can offer.
Inter-Spousal Loans: A Rare Income-Splitting Opportunity
With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy—the inter-spousal loan—that can minimize tax where one person in the couple earns significantly more than the other.
Please Help Us Thank Our DAC 2017 Sponsors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!
Critical Financial Education on Family Business Tax at November CE Summits
The tax proposals introduced on July 18, 2017, are complex and continue to evolve, promising some mind-numbing complexing for business clients. Tax and financial advisors need to gain a thorough understanding of the intricacies of these proposals in order to reduce the impact on their clients. The November CE Summits will address this need, in a focused session featuring family business tax expert Larry Frostiak. Note - Registration ends today, November 15.
The Paradise Papers, Pre-Budget Consultations and The Real Tax Gap
This week brought more controversial tax news to Canadians: the Paradise Papers and a new tax “consultation”; this time in advance of the 2018 Federal budget. The elephant in the room in both these stories is the unfinished “consultation” on the massive tax changes proposed for private businesses.
