November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Tax Season Can Provide Financial Stress Relief
Real Wealth Management is the accumulation, growth, preservation and transition of wealth after taxation, inflation and fees. Seldom has an economic environment been more conducive to this approach with the threat of tariffs, significant tax change and numerous interest/inflation fluctuations. Fortunately, tax season, which official begins for filing of T1s on February 24, can provide some cash flow relief. Here are some things to consider.
VIP in the News: Diane Colton, FDFS™
Diane Colton, Business Services Specialist, FDFS™, Knowledge Bureau VIP graduate, designate, esteemed Fellow of Distinguished Financial Services and owner of Mobility Tax has been selected to receive the King Charles III Coronation Medal from the Governor General of Canada.
Capital Gains Tax Changes and New Tax Forms Released
The Recorded Sessions of this High Value Webinar are now available featuring in depth instruction from tax experts Evelyn Jacks, Kim Moody and Ruth Horst. Don’t miss this important opportunity to decipher the Capital Gains chaos for your clients, family and community. File T1 returns with the new Schedule 3 with confidence – train rooking staff members, too. Plus, there’s still time to enrol in our upcoming CE Savvy™ Mini Summit live-virtual events. On February 19 we will focus on Families and Their Real Estate and on February 26 Small Business Returns.
New Podcast! Knowledge Bureau Report Comes to Life
Join Evelyn Jacks and special guests for a weekly podcast delivering real tax news people need to know. It’s been quite the journey for taxpayers who own assets like cottages and businesses. In this first episode of Real Tax News: “Capital Gains Chaos Gets a Reprieve” featuring Geoff Currier, find out the latest PLUS the Definition of True Wealth.
Foreign Currencies Gains and Losses
As we all know, it’s been a roller coaster week in tariff news. The Canadian dollar started to sink, although not to its lowest historical level-yet. The 30 day pause in implementation of the U.S. tariffs has provided a wake up call: What effect will such a Black Swan event have on portfolios and, by extension, retirement plans?
Impact of Bank of Canada Interest Rates
The Bank of Canada cut its interest rate by .25% to 3% on January 29, a full two percentage points lower than was the benchmark in 2023.
