News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Expect a flurry of tax planning ahead
July 20, 2017
4 min read
Economic Indicators
But they agree to consult on intergenerational business transfers
By Staff, with files from The Canadian Press |July 18, 2017
2 min read
A look at the pros and cons
By Tim Brisibe |July 18, 2017
Estate administration is finally moving into the 21st century.
By Holly LeValliant |July 13, 2017
3 min read
Tax News
If you’re in Ontario, your senior clients who use public transit are eligible for a new tax credit — the seniors’ public transit tax credit. The credit is refundable and equal to 15% of a senior’s eligible public transit costs, and came into effect on July 1, 2017 (i.e., only payments for public transit services […]
By Staff |July 4, 2017
1 min read
Courts take a close look at advice
June 30, 2017
Generous gestures could affect your client's estate
By Margaret O’Sullivan |June 30, 2017
If your client holds assets jointly, controversies could arise over right of survivorship or termination
5 min read
These structures can achieve estate planning objectives, not just tax ones
By Frank Di Pietro |June 30, 2017
How each is taxed, and why
By James and Deborah Kraft |June 30, 2017
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