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Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

We have made improvements to the online claim form for critical illness and added an introduction page to the disability claim form, with the aim of optimizing the quality of the data collected and shortening service times.

Take two minutes to check that your email address is up to date in your Advisor Centre so you can be sure you don’t miss out on any essential information for your work:

Check out this in-depth manager commentary for the Global Health Care (Renaissance) Fund.

The announcement by the U.S. government of tariffs on Canadian exports has caused concern on both sides of the border.

At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts. 

Find out what the prospects are for European stocks as well as comments regarding 2024 performance.