Category Archives: ADVISOR Newsletter Articles

Before The End of The Year…

While the end of the year might still be months away, you should be thinking about strategies that could generate tax advantages or might simply be prudent.\

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Health Care Availability and Accessibility For Travellers

As global travel expands to the far reaches of the world, be aware that medical care outside of Canada is increasingly uncertain.

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Canada Pension Plan Complexities

Most Canadians over the age of 18 are impacted in some way by the Canada Pension Plan (CPP), either as a contributor or benefit recipient.

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Elder Financial Abuse

We hear and read stories about elderly people being physically abused, but seldom do we hear or read about financial abuse that occurs just as frequently.

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Changing Tax Rules For Life Insurance

By R.A. (BOB) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg On January 1, 2017, Canada Revenue Agency will apply new income tax rules that relate to permanent, participating, whole life, and universal life insurance policies issued on or after that date. Generally, those issued before the beginning of next year will not be affected, [...]

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Mutual Fund Updates

New Tax Rules for Mutual Fund Corporations

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What Your Nakamun Advisor Does For You

For more than four decades, your Nakamun Advisors have been helping you to create, implement, and manage your financial plan.

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Good News and Bad News in Budget 2016

By Garry Keiller, The Nakamum Group, Edmonton On March 22, 2016, the Liberal Government tabled its first Budget. The original forecast of a $10 billion deficit has tripled to $29.4 billion, which is about 1.5 percent of Gross Domestic Product (GDP). Spending Programs The Government plans to spend $120 billion on infrastructure during the next 10 years, [...]

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TFSA – What’s New … What’s Unchanged … What’s as Complex as Ever

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg When Justin Trudeau was elected Prime Minister, he acted quickly to reduce the annual Tax-Free Savings Account (TFSA) contribution limit from $10,000 in 2015 to $5,500 in 2016. Concurrently, annual contribution limit indexing provisions axed by the 2015 Conservative Budget were reinstated. TFSA Basics Except for the annual contribution [...]

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2015 … A Year of Change

By Greg Farries, BSC, The Nakamun Group, Calgary When investing, the four most dangerous words are “it’s different this time” (Sir John Templeton). Reflecting back on 2015, the number of significant changes that occurred might have led a person to believe that things are different. The price of most commodities, particularly oil and gas, continued [...]

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