Cindy talks about how to have a smooth transition to retirement when you own your own business, including planning your exit strategy and minimizing your […]
Read MoreLooking Ahead: The 2021 Federal Budget
As the 2021 Federal budget approaches, the first since the pandemic began Canadians wonder what to expect from their government. Here is a summary of […]
Read MoreFINA APPEARANCE ON BILL C-208
CALU chair Cindy David and tax advisor Kevin Wark appeared before the Standing Committee on Finance (FINA) on March 9th to comment on Bill C-208. […]
Read MoreHappy International Women’s Day!
Today we celebrate all of the strong, inspirational and influential ladies out there. Happy International Women’s Day.
Read MoreIDC WIN Special Event – 2021 International Women’s Day #Choose to Challenge
INTERNATIONAL WOMEN’S DAY: Celebrating Dynamic Women Strong Connections Promote Teamwork Tuesday March 9, 2021 | 1 pm ET IDC WIN is proud to invite you […]
Read MoreSplitting Income With Spousal Loans
Lowering your overall income tax bill is important during tough economic times, and setting up a prescribed rate loan with family members is one way […]
Read MoreCindy David shares her insights on how the pandemic has impacted the future of the life insurance industry
Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies The Canadian insurance industry is looking to make permanent many innovations […]
Read MoreCindy David recognized as one of Canada’s Top 100 Most Powerful Women of 2020
Cindy was named one of Canada’s Top 100 Most Powerful Women of 2020 in the “BMO Entrepreneurs” category. The 2020 Canada’s Most Powerful Women, Top […]
Read MoreSpotlight on WardChisholm, LLP: The CFC Dilemma of Individual U.S. Shareholders: New Developments, Tax Management International Journal
Unscientific polling of professionals preparing returns for individual U.S. shareholders resident in the lower mainland of British Columbia has revealed an almost universal reliance on […]
Read MoreSpotlight on Spring Plans: Using design thinking to create a highly successful financial plan
Focus on using available financial tools to create the life you want, rather than trying to find the most technically optimized solution. All year long, […]
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