News and resources for Canada's top financial advisors
Est. 1998
Tax News
Clients have until Sept. 30 to lock in the 2% family loan rate
By Staff |September 23, 2022
1 min read
The Parliamentary Budget Officer updated its revenue projections for the Canada Recovery Dividend and the surtax on banks and insurers
By Melissa Shin |September 22, 2022
2 min read
De-indexing effectively forced Albertans to pay almost $647 million more in taxes from 2020 to 2022
By Staff, with files from The Canadian Press |September 8, 2022
Economic Indicators
Keep an eye on interest rates, inflation, legislation and more
By Staff |August 29, 2022
The province has enough money to balance the 2022-23 budget, says Finance Minister Donna Harpauer
By Staff, with files from The Canadian Press |August 23, 2022
3 min read
Here’s the status of proposals that matter to your clients
By Melissa Shin |August 22, 2022
6 min read
Estate Planning
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
By Michael McKiernan |August 11, 2022
Industry
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
By Michelle Schriver |August 11, 2022
Department of Finance releases details today that outline the age limit and allow unused contribution room to be carried forward
By Rudy Mezzetta |August 9, 2022
The legislation also covered changes to RRSP and RRIF reporting, charity disbursements and more
By Melissa Shin |August 9, 2022
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