News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Interest rates pushed debt charges up 40.7%
By The Canadian Press |April 28, 2023
1 min read
Tax News
Help clients realize a capital loss while maintaining market exposure
By Wilmot George |April 26, 2023
5 min read
The CRA says tax returns filed digitally will largely be processed automatically ``without delay"
By The Canadian Press |April 25, 2023
Changes to RESPs and RDSPs are included in the legislation, as well as leeway to increase the CDIC limit
By Melissa Shin |April 21, 2023
2 min read
The agency said all paper returns “will be stockpiled for future processing"
By Rudy Mezzetta |April 20, 2023
3 min read
Clients are paying in but increases to benefits remain minimal for now
By Lea Koiv |April 19, 2023
4 min read
The low take-up means the federal government spent less than it allocated for the measures
By Nojoud Al Mallees, The Canadian Press |April 18, 2023
Here’s the status of tax proposals that matter to your clients
By Melissa Shin |April 5, 2023
Changes to the Income Tax Act are good news for employers with pension plans
By Mark Burgess |April 3, 2023
Other firms are rushing to set up back-office systems and internal procedures for the account
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