News and resources for Canada's top financial advisors
Est. 1998
Tax News
Case demonstrates why to report on both sides of the border
By Jamie Golombek |May 19, 2017
3 min read
Take advantage of a suite of benefits
By Staff |May 19, 2017
4 min read
Market Insights
The advisor’s perspective
By Curtis Davis |May 19, 2017
7 min read
Estate Planning
Client profile Emily Salvatore, 29, and Nicole Franken*, 30, have been friends for two decades. Both women save about $9,000 of the $50,000 they make a year, but Emily’s job as a supply teacher is precarious. She’s been getting by on contracts for three years during a hiring freeze at the school board. Nicole is […]
By Susan Goldberg |May 12, 2017
6 min read
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
5 min read
Industry
Clients using the Ontario Disability Support Program can soon hold larger amounts in liquid assets without the program clawing back their benefits.
By Simon Doyle |April 27, 2017
2 min read
A report last year by the Brookfield Institute, at Ryerson University, claimed 98% odds that the jobs of accountants and bookkeepers would be automated. An online tool by the BBC similarly says the probability for certified accountants is 95% within 20 years. That would make the next two decades, or less, a period of upheaval […]
By Simon Doyle |April 25, 2017
False returns resulted in refunds of more than $85,000.
By Staff |April 24, 2017
1 min read
Planning and Advice
And for clients.
April 24, 2017
Protect clients in case their relationships don’t work out.
By Nathalie Boutet |April 21, 2017
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