Budget 2025 introduced several important changes to the qualified investment rules for registered plans, including simplifying and streamlining the rules for holding investments in small businesses and consolidating the list of qualified investments.

CFFiM led advocacy efforts (see: CFFiM-Expanding-and-Simplifying-Qualified-Investment-Framework-for-Registered-Plans) and commends Finance Canada for its leadership on these reforms.

Further Reading

Qualified investment regime overhaul under Budget 2025 | BLG