Tax

Strict Rules Get Even Tighter from CRA For Changes To Support

Posted on February 27, 2023 by grow@peopleorchard.com

Technology is helping CRA ensure […]

members only

Essential Tax Numbers: Updated for 2023

Posted on December 7, 2022 (December 7, 2022) by grow@peopleorchard.com

Use this handy list of tax numbers as a quick reference […]

CFDS-AA: Tanya Sterling, Victoria, BC

Posted on August 29, 2022 (August 29, 2022) by grow@peopleorchard.com

Meet our first CFDS-AA’s who successfully satisfied the standards for holding this designation: Tanya Sterling, Victoria, BC
[…]

Crypto Foreign Reporting

Posted on August 11, 2022 (August 11, 2022) by grow@peopleorchard.com

While clients are likely aware that the sale of crypto needs to be declared for tax purposes, many may not realize that cryptocurrency (a blockchain-based digital asset) might also be considered foreign property, which may necessitate […]

How advisors can support healthier divorces

Posted on July 20, 2022 (July 20, 2022) by grow@peopleorchard.com

For years, family lawyers commonly suggest their clients work with a financial advisor during the legal process.
*this also reduces a lawyers liability from providing financial expertise without holding the required financial designations […]

Estate Planning with TFSAs

Posted on July 18, 2022 (July 18, 2022) by grow@peopleorchard.com

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies […]

Recent Graduate – Jerusha Letal

Posted on March 31, 2022 (June 15, 2022) by grow@peopleorchard.com

Congratulations to Jerusha Letal, a recent Chartered Financial Divorce Specialist (CFDS) graduate. Jerusha is in Calgary, Alberta and completed her CFDS training

Mar 2022
Congratulations to Jerusha Letal, a recent Chartered Financial Divorce Specialist (CFDS) graduate. Jerusha is in Calgary, Alberta and completed her CFDS training […]