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The 2025 Advisor Quick Reference Guide (MK1734E) includes all the latest tax rates and resources, conveniently in one booklet. New content on FHSA accounts and charitable donation tax credits can be found exclusively in the digital version. Log-in below to download today.
Some of the information inside includes:
Print copies are available to order through Flex. If you need assistance with ordering, please email CPCBMLICAN@datacm.com.
Tax, Retirement & Estate Planning Services (TREPS) is an industry leading team of accountants, lawyers, and other specialists skilled in identifying opportunities for advisors and clients within changing regulatory and market environments. With extensive knowledge and experience in tax and legal matters related to investments, the TREPS Wealth team provides case-level advisor support while working with our sales teams.
April 15, 2025
November 8, 2024
