Home Rudy Mezzetta

Be aware that a quirk in the TFSA overcontribution waiver rules could lead to taxes owed on a zero-dollar account

  • June 16, 2021 June 16, 2021
  • 10:43

A speaker at the 2021 STEP conference warns that CRA auditors could soon have greater authority to require individuals to answer questions

  • June 14, 2021 June 14, 2021
  • 15:49

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

  • June 7, 2021 June 7, 2021
  • 13:03

One in four clients reported having at least one problem with their firms over the past 12 months

  • May 27, 2021 May 27, 2021
  • 12:31

Bill Maurin departs after seven years leading Ontario's largest credit union

  • May 25, 2021 May 25, 2021
  • 13:57

New rules may allow more executors without a legal background to apply for probate

  • May 11, 2021 May 11, 2021
  • 09:30

The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date

  • May 10, 2021 May 10, 2021
  • 11:32

Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent

  • May 3, 2021 May 4, 2021
  • 17:39

The tax agency has not provided an extension to the April 30 deadline for 2020 returns

  • April 28, 2021 April 28, 2021
  • 15:20

Integration of T.E. Wealth and Leon Frazer platforms gives bank scale to compete with Big Six, CWB executives say

  • April 26, 2021 April 26, 2021
  • 14:08