News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Morneau conceded that there's increasing pressure on the business and investment communities.
By Katie Keir |March 24, 2017
2 min read
Estate Planning
If you have charitable clients, read this article.
3 min read
Tax News
Knowing your client’s tax position makes for meaningful planning
By Michelle Schriver |March 24, 2017
6 min read
How MERs versus direct fees are treated
By Doug Carroll |March 24, 2017
Make sure clients’ retirement funds are taxed properly
By Jamie Golombek |March 24, 2017
4 min read
Tips for clients who’ve lost their job
By Jessica Bruno |March 24, 2017
Industry
Your business owner clients may think of themselves as middle class, but according to the Trudeau government, they aren’t. In its 2017 federal budget, “Building the Middle Class,” the government reveals it will be reviewing how private corporations create unfair advantages for “high-income individuals.” Read: Liberals reviewing private corporations, high-income tax strategies And what exactly […]
By Melissa Shin |March 23, 2017
5 min read
Clients should stay away from wielding influence over businesses they don’t want associated with their own corporations for tax reasons.
By Simon Doyle |March 23, 2017
Experts are scouring the budget for meaningful changes but also considering the bigger picture.
By Katie Keir |March 23, 2017
Tax highlights of the 2017 budget, and what they mean for you and your clients.
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