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Wealth and Wisdom After Hours with Shane Wenzel, CEO and President of Shane Homes Group of Companies

Watch the replay of our recent fireside chat with Shane Wenzel where he shares his thoughts about the housing crisis. About Shane Shane is the CEO and President of the Shane Homes Group of Companies, which bears his name. As an industry leader, Shane is responsible for setting the strategic direction for the companies. He […]

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Wealth & Wisdom After Hours with Simon Mills, President, Valley First & Enderby & District Financial

October 14, 2025

Watch the replay of our recent Wealth and Wisdom After Hours Event in in Kelowna with Simon Mills, Present, Valley First & Enderby & District Financial. About Simon As President of Valley First and Enderby & District Financial, Simon is responsible for leading and growing First West’s personal, business and commercial banking teams, as well […]

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Wealth and Wisdom After Hours with Ian Crosby, Head of Accounting Products at Mercury

October 2, 2025

Watch the replay of our recent Wealth and Wisdom After Hours Event in Vancouver with Ian Crosby, Head of Accounting Products at Mercury. About Ian Ian Crosby is a seasoned leader and entrepreneur in the financial services and fintech sectors. Currently heading Accounting Products at Mercury following Teal’s acquisition in 2024, Ian founded and scaled […]

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Newly proposed changes of significance to Canada Revenue Agency’s (“CRA”) Voluntary Disclosures Program (“VDP”) soon coming into effect

September 29, 2025

Overview On September 10, 2025, the CRA released a new version of its VDP Information Circular, IC00-1R7[1], along with the new GST/HST Memorandum 16-5-1[2] (collectively referred to as the “new Programs”). The updated policies will apply to disclosures received on or after October 1, 2025, replacing the current frameworks under Circular IC00-1R6[3] and Memorandum 16-5[4] […]

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