In our first INFOexchange of 2010, you’ll read:

✔️ “Adaptive, Innovative, Marketing: Taking AIM at a New Level of Success” by Simon Hiebert

✔️ “CRA Interpretations: U/L Insurance and Charitable Donations”  by Jocelyne Gagnon

✔️ “Charitable Giving: Future Tax Policy Directions” by Kevin Wark

✔️ “Death of a TFSA Holder: Quebec and the Rest of Canada” by Daniel Frajman and

✔️ “In the Courts: Ribeiro Estates vs. Braun Nurseries Ltd.” by Kevin Wark

✔️ “Recent CALU Submission to Finance” by Kevin Wark

(Members only)

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.