Q4 - Indexation of OAS and Prescribed Interest Rates
Two pieces of good news for the last quarter of 2026: seniors will get a small raise, but prescribed interest rates at CRA will stay steady for the last quarter of 2026. Here’s what you need to integrate into your year end planning activities.People in the News: Cecil Baldry-White
Cecil Baldry-White, CEO of Alitis Investment Counsel, believes there are six major challenges that wealth advisors face in attaining higher returns and longer term performance for their clients in today’s difficult investment environment, and he believes we must meet these challenges head on.
Insurance Strategies Course Updated and Improved
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.
Panama Papers and Tax Systems Discussion
Recent Panama Papers leak started broad discussion on tax systems and the underground economy.
Life Purpose
"Try to be a rainbow in someone's cloud." Maya Angelou
Budget 2016: What Previously Announced Tax Provisions Remain?
If you are confused by the numerous family tax changes over the past couple of years, you are probably not alone.
Tax Tips: Big Tax Refund? Use It for Education Savings
In the unlikely event that you have no plans for your tax refund, consider using it in a special way this year, especially if you’re a parent or a grandparent: help your kids or grandchildren with their education funding. One way to speed up the accumulations is with a contribution to the Registered Education Savings Plan (RESP).
