News Room

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?

Court Concludes That Testator Accidently Burned Will

We all make mistakes, but what are the chances of accidently setting your original Will alight without the intention of revoking it?

Rethinking Professional Relationships in Retirement

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them. 

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.

Empower Your Presence: By Working a Room Like a Pro

People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on. 

Knowledge Bureau Highlight: Wayne Blackmere

With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.

Tax Filing Errors:  Fix ‘em Online, but Be Careful

It’s going to be one of those tax years – lots of complicated tax changes plus lots of reasons for taxpayers to want their tax refunds early. 
 
 
 
Knowledge Bureau Poll Question

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?

  • Yes
    3 votes
    25%
  • No
    9 votes
    75%