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When the Canada Pension Plan was put in place on January 1,1966, it was a relatively simple retirement savings model. Working Canadians started making contributions to the CPP when they turned 18 years of age and continued making those contributions throughout their working life. Those who had contributed could start receiving CPP on retirement, usually at the age of 65. Once an individual was receiving retirement benefits, he or she was not required (or allowed) to make further contributions to the CPP. The CPP retirement benefit for which that individual was eligible therefore could not increase (except for inflationary increases) after that point.


For all but a very fortunate few, buying a home means having to obtain financing for the portion of the purchase price not covered by a down payment. For most buyers, especially first-time buyers, that means taking out a conventional mortgage from a financial institution.


The month of September marks both the end of summer and the beginning of the new school year for millions of Canadian children, teenagers, and young adults. And, whatever the age of the student or the grade level to which he or she is returning, there will inevitably be costs which must be incurred in relation to the return to school. Those costs can range from a few hundred dollars for school supplies for grade school and high school students to thousands (or tens of thousands) of dollars for the cost of post-secondary or professional education.


The administrative policy of the Canada Revenue Agency (CRA) with respect to charities has been that no more than 10% of a registered charity’s resources can be allocated to non-partisan political activity. Where the CRA views a charity as having exceeded that threshold it may impose sanctions, up to and including revocation of a charity’s charitable registration status.


Two quarterly newsletters have been added—one dealing with personal issues, and one dealing with corporate issues.


There are so many reasons to consider hiring a CPA (Chartered Professional Accountant) to be on your financial team. Here are 12 reason why we think it is important:


Our vibrant and dynamic team are as much about our clients as they are about results, and we take the time to get to know our clients so we can provide the best service possible. On the flip side, we wanted to take the time to introduce our team to you, so you can get to know us better!


So, you’ve decided to work with an accountant. Now you might be wondering, what do we do exactly?

At Carlyle Shepherd & Co we offer an array of services to suit your needs, which you can find listed under Services (link to Services). But what does it all mean? Today on our blog, we’re breaking down some basics for you.


At Carlyle Shepherd & Co our customers are our number one priority. We value our client relationships and take extra care to invest in those connections. 


So, you need an accountant. What now? We believe that we provide the very best to our valued clients and we want you to find out why! Today we’ve outlined Five Reasons to Work with Carlyle Shepherd & Co.