Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU in Insurance Journal re: Parliamentarians and Finance Canada
CALU quoted in Work with parliamentarians and Finance Canada continues by Kate McCaffery on Insurance Portal. Read the article
CALU in Globe and Mail re: RRIF age threshold
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 Report – Are wealthy Canadians paying their fair share of tax?
In Budget 2022, the federal government committed to examining a new minimum tax regime to ensure that all wealthy Canadians pay their fair share of tax. The 2022 Fall ...
CALU in Advisor’s Edge re: Changes to RRIF rules
CALU quoted in Industry groups call for changes to RRIF rules by Rudy Mezzetta on Advisor's Edge. Read the article
CALU in Insurance Journal re: Retirement fund formulas
CALU quoted in Finance Canada asked to make retirement fund formulas more transparent by Kate McCaffery on Insurance Portal. (Subscription required) Read the article
Submission to the Department of Finance on Registered Retirement Income Funds (RRIFs) study
CALU submission to the Department of Finance on Registered Retirement Income Funds (RRIFs) study, relating to Private Member’s Motion M-45, introduced by the Hon. Kirsty Duncan, M.P. and adopted ...
CALU in Investment Executive 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 in Insurance Journal re: Business tax and retirement fund changes
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 ...
Submission to the Department of Finance for “Let’s Talk Budget 2023”
CALU submission to the Department of Finance for “Let’s Talk Budget 2023”. View the submission
CALU Practice Note – Best practices for insured leveraging programs – Part I (revised)
In November 2022, a Practice Note on insured leveraged programs (Part I) was released to members. Based on member feedback, this revision clarifies some of the discussion in the ...
CALU 2022 Year in review
Let's take a look back at CALU's achievements in the big year that was 2022. Check out our latest year in review document for a recap of everything you ...
CALU in Advocis Forum magazine
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 ...
