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HAPPENING NOW

Practice Note on Life Settlements Now Available

June 6, 2019 – The latest CALU Practice Note, which is reissued and updated from the CALU Report “Update on the Canadian Life Settlements Market” dated April 2015, summarizes the main findings of the research conducted by CALU's Life Settlements Task Force and highlights a number of important considerations for both advisors and their clients. Click here for more details on this and other Practice Notes.

Latest CALU Report Now Available

May 28, 2019 – The May 2019 edition of CALU Report entitled "Common Law Will Revocation Clauses and RRSP/RRIF Beneficiary Designations" has now been posted to the member-only side of the webside. Please click here for more details.

Meet the New CALU Board

May 7, 2019Click here for more information.




CALU 2019 AGM - May 5 to 8 at the Westin Ottawa.

To access the presentations and other post-meeting items, please click here.


Latest InfoExchange Now Available

March 25, 2019 – The latest edition of InfoExchange (2019, Vol. 1) has now been posted to the member-only side of the webside. Please click here for more details.

CALU reacts to the 2019 Federal Budget

March 19, 2019 – CALU's Special Report on Budget 2019 is https://www.calu.com/federal-budget-2019.