Real Tax News You Can Use with Evelyn Jacks
Real Tax News - People Need to Know
Interpreting financial news you can use! An entertaining "deep dive" on the latest tax and economic matters with Canada's award winning business educator, Evelyn Jacks and Friends; people with experience, expertise and a passion for sharing their knowledge with you.
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Real Tax News You Can Use with Evelyn Jacks
Why Working With A Financial Planner Matters with Alexandra Macqueen, CFP
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Earlier this year, Statistics Canada published a report titled Stretching the Loonie: a time series analysis of financial difficulty and quality of life. The report is based on a nation-wide survey and the results are concerning. They reveal a serious trend and it is possible this is contributing to the late filing trend we saw this past tax season.
What sticks out is lots of people had to pay more to CRA: Over $8000, although, the government has not been precise here for the second year in a row. This is where astute tax and financial advisors and their work as proactive, empathetic coaches comes in.
From 2021 to 2025 the percentage of Canadians who report experiencing financial difficulty rose by 4.8 points each year: 39% of Canadians aged 15 and older report financial difficulty. In 2019, that figure was 19%. The stark reality of more than double the figure of just 7 years ago tells us that something has gone very wrong.
Alexandra Macqueen, CFP is responsible for leading the FP Canada Institute™, a division of FP Canada™ dedicated to elevating the practice of financial planning through education. In her role, she oversees the development and ongoing operation of FP Canada’s educational programs for prospective and existing CFP® professionals and QAFP® professionals, ensuring the currency and relevance of education for professional financial planners.
Alexandra is a recognized expert in financial planning whose diverse and progressive career has spanned many roles across the profession. She has been certified as a Certified Financial Planner® professional since 2007. She has delivered thousands of hours of industry teaching, including serving as an adjunct faculty member at the Schulich School of Business. She is co-author of several well-known retirement planning books and is a longstanding industry commentator.
Prior to her current role, Alexandra served as Director of Content Development for the FP Canada Institute, where she oversaw the development of content for certificant education programs and FP Canada’s financial planning Body of Knowledge.
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