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On April 16, the Bank of Canada decided to maintain the policy rate from at 2.75%.

Notification emails sent to Individual Savings and Retirement clients when new contracts are issued or when new documents are available in My Client Space have been updated.

Our team of analysts has identified your clients who have contributed to their RRSPs or FHSAs for the 2024 tax year and who will receive a tax refund.

In these times of great market volatility, it’s good to remember that you have resources at your disposal to stay well-informed about important issues.

President Trump's "Liberation Day" took place on April 2 and, despite strong reactions in the markets, the scenario presented is not as pessimistic as previously expected for Canada.

On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.

How does one navigate the current Canada-U.S. political climate, where real intentions are hard to discern from negotiating strategies?

Your clients are feeling uncertain about how the recent U.S. presidential election will affect the economy and their finances?

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.