Resources
General Resources
How to Create a CRA Account
How to Create a CRA Account
Learn how to create a CRA account quickly and securely. This guide walks you through the registration steps, access options, and key features for Canadians.
CRA Business Correspondence Online Mail
CRA Business Correspondence Online Mail
Canada Revenue Agency (CRA) is transitioning away from sending paper mail to business clients with a CRA Business Number. Learn more!
Bare Trusts: A Historical and Current Perspective on Tax Requirements in Canada
Understanding Bare Trusts: A Historical and Current Perspective on Tax Requirements in Canada.
Wealth Management Resources
Reverse Mortgage
Reverse Mortgage You may have seen commercials promoting reverse mortgages as an easy way to access the equity in your home without selling or moving. Proceed with caution.
The Importance of Business Insurance
The Importance of Business Insurance: Protecting Your Success As a business owner, you’ve invested time, energy, and resources into building your company.
Essential Wealth Management Strategies for Canadians Approaching Retirement
Wealth Management Strategies for Canadians Approaching Retirement: Maximizing Benefits and Securing Your Financial Future at 60 and Beyond As you approach your 60th birthday.
InFocus Podcast Series
Industrials on the Rise: Defence Spending and Market Impact
Industrials on the Rise: Defence Spending and Market Impact
Examine the industrials sector through the lens of rising global defence spending. With shifting geopolitical priorities, NATO’s renewed commitments, and evolving U.S. strategies, defence contractors are entering a multi-year investment cycle.
Industrials and Tech: Shining a Spotlight on Microsoft
Industrials and Tech: Shining a Spotlight on Microsoft
This conversation highlights Microsoft’s AI strategy, capital investment ramp-up, and evolving market expectations, illustrating how long-term fundamentals can diverge from short-term sentiment.
How Financials Weathered Tariff Turbulence
How Financials Weathered Tariff Turbulence
The discussion examines why Canadian banks experienced muted earnings due to credit loss provisions, how U.S. financials performed amid ongoing tariff pressures, and why insurance has been a standout performer.
AgriBusiness Resources
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Business Resources
Are You Considering Buying a Business?
Are you considering buying a business? We can help. Learn more today.
Self Employed Employment Insurance
Self Employment Insurance: what it is and how it can help.
Vehicles – Is it Better to Own Inside or Outside of a Company?
Vehicles: Is it better to own vehicles inside or outside of your company?
TAX Resources
Navigating the CEBA Loan Repayment and Understanding Canada’s Bare Trust Rules
January 18th, 2024 is the final deadline for CEBA loan repayment.
Underused Housing Tax (UHT) What you need to know
NEWSUnderused Housing Tax (UHT) What you need to knowThe Underused Housing Tax (UHT) was introduced in 2022 to target vacant and underused residential properties in Canada. The tax aims to address housing affordability by encouraging property owners to utilize their...