News and resources for Canada's top financial advisors
Est. 1998
Tax News
Accountholders' unused TFSA contribution room exceeded the market value of their plans at almost all income levels
By Rudy Mezzetta |July 20, 2023
2 min read
U.S. critics continue to push for relief for Americans who own seasonal properties in Canada
By James McCarten, The Canadian Press |July 20, 2023
4 min read
Advisors will need to consider whether to report transactions even if they're not required to
By Michael McKiernan |July 12, 2023
3 min read
Strategic withdrawals allow clients to smooth out their income levels over retirement
By Rudy Mezzetta |July 11, 2023
Here’s the status of tax proposals that matter to your clients
By Melissa Shin |July 10, 2023
Estate Planning
Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries
By Rudy Mezzetta |June 30, 2023
Clients may be eager but timing is important
By Charles-Antoine Gohier |June 28, 2023
Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits
By Rudy Mezzetta |June 27, 2023
Benefit is meant to support working-age Canadians with disabilities, but details still to be determined
By Rudy Mezzetta |June 26, 2023
Government said records were being sought to verify that merchants were obeying tax acts
By Tara Deschamps, The Canadian Press |June 26, 2023
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