Strategic Insights
Keeping you up to date on matters of note, industry events, news and company updates.

How Internal Control Protects Your Business

March 19th, 2018

By Jeff Brocklebank No business can function properly without the system of checks and balances known as internal control. On one level, this system offers assurance that your organization’s financial reporting follows Canadian generally accepted accounting…

Changes in Canadian Standards for Review Engagements (“CSRE”)

March 13th, 2018

By Jeff Brocklebank. The Chartered Professional Accountants of Canada (CPA Canada) continuously reviews the methodology for audits and review engagements. This is done to ensure that the standards being enforced reflect the current business, financial and regulatory…

4 Good Reasons to Create an Alter Ego or Joint Partner Trust

January 22nd, 2018

Plus: Are Multiple Wills for Me? By Ron Walsh Looking to leave more of your estate to the family after you’re gone—or keep a child out of your will? At age 65, you can do both…

Getting Personal: Why Individual Pension Plans Deserve a Second Look

January 11th, 2018

By Ron Walsh An individual pension plan, or IPP, is an employer-sponsored, defined benefit pension for one person. IPPs have gone in and out of favour over the past 25 years. Recently, the federal government’s proposed…

What You Need to Know About Disability Planning in B.C.

November 6th, 2017

Disability Planning in British Columbia

By Ryan Lincoln How to qualify for disability assistance, plus 2 strategies for keeping government benefits while receiving other financial support. People with disabilities living in B.C. can take advantage of a variety of assistance planning…