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.Thanks to January DAW Vancouver and Toronto sponsor Farber
When working with your clients, remember that you are their trusted advisors and know more about their financial affairs than their family and friends.
Where Is My Refund and Who Does CRA Share it With?
Taxpayers and their advisors may consider this question more frequently as CRA pushes for more electronic communications, such as the provision of email addresses on this year’s tax return.
It’s the male seahorses that have the babies….
Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).
June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
Knowledge Bureau Designate Highlight: Jimmy Yee
Jimmy Yee of Burnaby, BC recently completed the Knowledge Bureau’s Elements of Real Wealth Management course and he believes the knowledge he gained will help close the gaps in understanding who he is as a financial advisor.
BC Tables Balanced Budget
Notable in the BC 2015-2016 budget was the lack of any provision to extend the temporary high-income tax bracket: 16.8% on income in excess of $151,050. This bracket is scheduled to be eliminated after 2015.
