Extra year will encourage exploration and benefit flow-through share investors
Change to 71 from 69 will benefit clients and advisors
Program modelled after RESPs
Eliminates capital gains on donations
Eliminates annual contribution limit and raises lifetime limit
Budget proposes increasing the lifetime capital gains exemption to $750,000
Make sure clients have title insurance to protect themselves from mortgage fraudsters; “drive-by” appraisals criticized
Help clients prevent mortgage fraud by recommending that they:
Barriers to disclosing environmental impact include pension fund trustee viewpoint, short-term focus
Investment industry organizations put their ideas on the table in anticipation of the March 19 federal budget