News and resources for Canada's top financial advisors
Est. 1998
Industry
The tax bite is the worst for lower-income Canadians and small business owners.
By Staff |October 12, 2017
2 min read
The Income Tax Act includes a number of financial planning tools for disabled individuals
By David Truong |October 10, 2017
4 min read
Tax News
The comment period for Finance’s proposed tax changes for businesses is officially closed, and Finance Minister Bill Morneau says he’s open to making changes to the proposal. Read: Urgent: Talk to business clients ahead of income sprinkling measures While critics contend the proposal hurts middle-class business owners, it could also overturn decades of settled law. […]
By Staff |October 6, 2017
1 min read
At the National Institute on U.S.-Canadian Securities Litigation in Toronto this week, regulators and litigators discussed industry developments. Best interest standard at a standstill? Panellists expressed concern about the best interest standard’s regulatory uncertainty and unintended consequences for advisors and firms’ business models. For example, the OSC needs to clarify the difference between a best […]
By Michelle Schriver |October 5, 2017
3 min read
Understand the DTC and how to use it
By David Truong |October 5, 2017
Consultations extend into 2018
By Melissa Shin |October 3, 2017
Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic
By Michelle Connolly |September 29, 2017
10 min read
Investors can breathe a sigh of relief, but there are still unanswered questions
By Melissa Shin |September 29, 2017
A proportional tax rate of 10.5% for all corporate earnings is what Ottawa should aim for, notes a report.
By Staff |September 28, 2017
Any reasonable analysis must include a comparison between an incorporated professional and a career civil servant
By John Nicola and Elliott Levine |September 26, 2017
7 min read
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