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: 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 ...
Pre-budget submission to the Department of Finance for “Let’s Talk Budget 2023”
CALU pre-budget 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 ...
INFOexchange 2022 vol. 4 is now available
INFOexchange 2022 volume 4 is now available. The issue includes a message from our Chair, Kelly Adams on our priorities, membership and preparations for the 2023 AGM, as well ...
CALU Report – Inflation and the impact on CPP and OAS
CALU is pleased to announce the release of the latest CALU Report entitled “Inflation and the impact on CPP and OAS” by CALU member Lea Koiv. This article discusses how ...
CALU Practice Note – Best practices for insured leveraging programs – Part I
This Practice Note (Part I) will primarily focus on issues relating to marketing leveraged programs, client communications and disclosure, due diligence on lending arrangements and longer-term management issues. A ...
CALU submission to Finance on LI in LI trusts
CALU submission to request an amendment to the Income Tax Act in response to Canada Revenue Agency (CRA) interpretations relating to the ownership of life insurance by a life ...
