Bare trusts still must file a UHT return

Tax News

Bare trusts still must file a UHT return

April 30 deadline looms for 2022 and 2023 UHT returns

By Rudy Mezzetta |April 19, 2024

3 min read

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Regulation

CIRO seeks stiffer enforcement sanctions

SRO proposes doubling maximum fines, toughening suspensions

By James Langton |April 18, 2024

2 min read

Tax News

Underused housing tax to generate $694 million: PBO

PBO said the costs to administer the UHT could “significantly reduce” revenue generated

By Rudy Mezzetta |April 19, 2024

3 min read

Trending

Is 65 the new 45?

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

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How One Advisor Doubled His Book in Six Years

Partner Reports

How One Advisor Doubled His Book in Six Years

Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Planning and Advice

Opinion: Financial advisors require a Hippocratic Oath

Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right

By John De Goey |April 18, 2024

3 min read

Tax News

Registered plans could see changes in allowed investments

Qualified investments review could lead to lower costs for investors but also restrictions

By Melissa Shin |April 17, 2024

3 min read

Tax News

Entrepreneurs to get tax break on capital gains inclusion

Feds propose Canadian Entrepreneurs’ Incentive

By Michelle Schriver |April 16, 2024

2 min read

Regulation

FSRA disciplinary disclosure faces legal challenge

Ontario court allows bid for judicial review of enforcement practices

By James Langton |April 18, 2024

3 min read

Regulation

OSC hikes fees for crypto firms

Regulator adopts new charges to cover added costs on overseeing crypto sector

By James Langton |April 19, 2024

2 min read

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Insurance

Income splitting revisited

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Shuttle strategies to boost tax-sheltered plans

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Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focusBusinessman looking through a magnifying glass at documents.ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

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What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

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Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

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Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

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Private Credit Resilience Provides Opportunity for Yield

Non-cyclicals, longer-term investing are a winning combo, portfolio manager says.

Featuring Mitchell Goldstein|March 25, 2024

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