News Room

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.  

Economist Michael Gregory Discusses Global Wealth at DAC

Michael Gregory brings his expertise in global economics to the 2014 Distinguished Advisor Conference in his session Sweet Spots in Global Wealth: The New Normal is a New Hybrid.

Retirement and Estate Planning Bootcamp

This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

Master Your Retirement: Fulfill Your Dreams With Peace of Mind

There are new options for building your retirement nest egg into a steady income stream to support your lifestyle. Master Your Retirement will guide you in achieving real results.

Planning Required as Taxes Go Up In Ontario

True to their word, on July 14, 2014 the Ontario Government introduced the exact same budget it did 74 days ago – a budget that forced the government to the polls.

Transitioning Retirees Going Back to Work

According to a study published by Statistics Canada this year[i], approximately two-thirds of employed Canadians entered their fifties in long-term jobs.

CIBC Class Action

A class action has been granted in British Columbia against CIBC Mortgage Inc. and their penalty clause provisions of their residential mortgages.
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    343 votes
    69.86%
  • No
    148 votes
    30.14%