News and resources for Canada's top financial advisors
Est. 1998
Michael is a freelance legal affairs reporter who has been covering law and business since 2010.
Industry
Decision should be a 'wake-up call' to advisors: lawyer
By Michael McKiernan |April 18, 2024
4 min read
Tax News
Agency assessed $2.7 billion in additional tax and penalties from 2015 to 2023
By Michael McKiernan |April 8, 2024
3 min read
Tax Strategies
Day trading in a TFSA can have particularly unpleasant consequences
By Michael McKiernan |April 3, 2024
As online investing becomes more accessible, understanding this important concept is critical from a tax perspective
By Michael McKiernan |March 28, 2024
Estate Planning
Without a plan, a pet could be abandoned or go to an unintended guardian
By Michael McKiernan |March 7, 2024
Claim for $700M alleges Medicus Pension Plan was built on confidential information
By Michael McKiernan |March 1, 2024
Regulation
The new requirements could surprise small businesses that aren't used to making these types of disclosures
By Michael McKiernan |January 23, 2024
Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty
By Michael McKiernan |December 8, 2023
New regime requires every advisor involved in a reportable or notifiable transaction to make their own disclosure to the CRA
By Michael McKiernan |November 30, 2023
Planning and Advice
March 20, 2024|5 min read
February 5, 2024|4 min read
March 7, 2024|4 min read
December 15, 2023|2 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
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