Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

PRESENTATION: Proposed Tax Reform 2017: What Accountants Need to Know

On September 28, 2017, NWM hosted a group of over 120 accountants at the Hyatt Regency Hotel to discuss the Finance Minister Bill Morneau and the Canadian government’s proposal for tax reform impacting the majority of Canadian business owners.

John Nicola, Chairman & CEO, began with an overview of what the government is proposing exactly and the impact it will have. He then went on to discuss some planning options available to Canadian business owners.

Thorsteinssons LLP partner David Christian joined John to further break down the details of the July 18, 2017 tax proposals. He went brought a microscope to the proposed rules around income splitting, capital gains exceptions, the transition of a business, and so much more.

Click here to view a PDF version of the presentation slides.