In the news

CALU quoted in Work with parliamentarians and Finance Canada continues by Kate McCaffery on Insurance Portal. Read the article

CALU quoted in Federal government urged to consider raising RRIF age threshold by Irene Galea in the Globe and Mail. (Subscription required) Read the article

CALU quoted in Industry groups call for changes to RRIF rules by Rudy Mezzetta on Advisor's Edge. Read the article

CALU quoted in Finance Canada asked to make retirement fund formulas more transparent by Kate McCaffery on Insurance Portal. (Subscription required) Read the article

Investment Executive article “Budget 2023 could target wealthy Canadians, experts suggest” includes quotes from CALU Tax Advisor Kevin Wark on Budget 2023 and related topics. View the article

CALU quoted in Underwriters call for a thoughtful approach to business tax and retirement fund changes by Kate McCaffery on Insurance Portal. (Subscription required) Read the article

Read the latest article from CALU Tax Advisor, Kevin Wark in the Advocis Forum magazine on how separation or divorce can affect your client's estate planning. Read the article

CALU was featured in the Insurance Journal's online portal regarding our 2023 pre-budget submission for House of Commons Standing Committee on Finance. Read the article

CALU tax advisor, Kevin Wark was featured in a recent Advocis newsletter with his article A Loss of Trust. He unravels a case that serves as a warning to business owners who are engaging in succession and tax planning to be scrupulous when transferring business assets to adult children. View the article