News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Quebec recently rejected a tax on foreign buyers of real estate. Should B.C. and Ontario have done the same?
By Staff |June 6, 2017
2 min read
Estate Planning
Advisors have some tax management work to do for clients, according to a new survey of investors. Natixis Global Asset Management surveyed 500 Canadian investors in April about their tax planning needs, including 329 investors who use financial advice. The results weren’t encouraging, with 46% saying their financial advisor has never discussed the impact of […]
Tax News
CRA accepts four of five recommendations
By Staff |June 5, 2017
See how you score on five questions
By Lea Koiv |June 1, 2017
1 min read
Most tax filers don't take advantage of the rules. Make sure your client isn't one of them
7 min read
Industry
All incorporated small business owners eventually must decide how to pay themselves
By Curtis Davis |May 26, 2017
5 min read
Answer common client questions about OAS reductions
By Jacqueline Power |May 25, 2017
4 min read
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
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
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