Financial News
January & February 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 301 for January & February 2017. This edition of Comment looks at three issues: when contracts result in unintended tax consequences, a new year: revisiting marginal … read more
July & August 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 298 for July & August 2016. This edition of Comment looks at: greater certainty when assessing “de facto” control, and financial literacy leads to better … read more
May & June 2016 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 297 for May & June 2016. This edition of Comment looks at: tax savings for students, the benefits of aging, and incorporated employee. Read full … read more
March & April 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 290 for March & April 2015. This edition of Comment looks at: changes to estate taxation; tax deduction of interest expenses; and tax planning in … read more
January & February 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 289 for January & February 2015. This issue deals with changes to charitable donations; tax return filing tips for 2014; dividend taxation; and … read more
November & December 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 288 for November & December 2014. This issue deals with using Tax-Free Savings Accounts and mitigating punitive income tax consequences. Read full CLU … read more
September & October 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 287 for September and October 2014. This issue deals with: beneficiaries; exceptions to the general deemed disposition rule; rectification in income tax situations; … read more
May & June 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 285 for May and June 2014. This issue deals with: CPP Retirement Benefit: It’s All in the Timing, Eligible Capital Property Under Review, … read more
Opening Statement for Appearance Before the House of Commons Standing Committee
In recent weeks, several downside risks to the Bank’s July Monetary Policy Report (MPR) projection have been realised. The European sovereign crisis has intensified, the U.S. credit rating has been downgraded, and a broad range of data has signalled slower … read more