News and resources for Canada's top financial advisors
Est. 1998
Tax News
Make sure clients don't accidentally run afoul of the attribution rules
By Wilmot George |January 6, 2017
4 min read
Economic Indicators
Throughout 2016, we posted podcasts and related articles on a variety of topics.
By Staff |January 2, 2017
2 min read
Industry
If clients pay registered-account investment fees from open accounts, revisit that practice with them now
By Melissa Shin |December 19, 2016
3 min read
Diane Lebouthillier, national revenue minister, has waived reporting requirements for labour organizations and labour trusts for fiscal periods starting in 2017. The requirements arise from Bill C-377, An Act to amend the Income Tax Act (requirements for labour organizations). Read: Part-time work helps Canada add 10,700 jobs That act, which came into force on December […]
By Staff |December 19, 2016
1 min read
CRA has posted changes to services for the 2017 tax-filing season. The following are new: Read: Important year-end tax deadlines Other services have been enhanced, such as online mail to notify taxpayers when they have correspondence in My Account. For full details, visit the CRA online. Read: Income tax reductions a holiday present for Quebecers? […]
Quebec residents are in full holiday shopping mode. But a comparison of rates shows that sales taxes are higher in that province than in most others, as well as higher than taxes in bordering American states.
By Staff |December 15, 2016
In between your last-minute gift shopping and party planning, make time for these 2016 tax deadlines.
By Staff |December 13, 2016
Estate Planning
Transferring a practice is often the largest business deal a financial advisor will oversee.
By Staff |December 9, 2016
Only if prepared correctly
By Margaret O’Sullivan |December 9, 2016
6 min read
Planning and Advice
Considerations when receiving payment for your book
By Doug Carroll |December 9, 2016
8 min read
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