News and resources for Canada's top financial advisors
Est. 1998
Industry
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
4 min read
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
2 min read
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
Tax News
These credits can help ease financial stress
By Doug Carroll |September 22, 2017
5 min read
How to help dependants, and other tips
Ottawa’s bureaucracy is spending hundreds of millions to fix a troubled pay system
By Simon Doyle |September 22, 2017
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