News and resources for Canada's top financial advisors
Est. 1998
Rudy is a senior reporter for Advisor.ca and its sister publication, Investment Executive. He has been reporting on tax, estate planning, industry news and more since 2005. Reach him at rudy@newcom.ca.
Tax News
Under the proposal, 77,000 people would see their pension increase starting next year, government says
By Rudy Mezzetta |March 14, 2024
2 min read
Tax
Many people can have this type of trust and not realize it
3 min read
Agency says it won’t apply gross negligence penalties for non-filing of 2023 bare trust returns except in “egregious cases”
By Rudy Mezzetta |March 13, 2024
5 min read
The update comes even though proposed changes to the UHT remain unenacted
By Rudy Mezzetta |March 12, 2024
Industry
The bonuses will total $15.2 million for advisors who stay until at least November 2026
By Rudy Mezzetta |March 1, 2024
Firm announces bid to repurchase up to $85 million of its shares
By Rudy Mezzetta |February 23, 2024
Agency confirms the interest rate Canadians must pay on overdue tax will remain 10%
By Rudy Mezzetta |February 21, 2024
CRA has indicated that employees who worked from home in 2023 by choice can claim employment expenses
Employees need the form to claim home-office expenses this tax filing season
By Rudy Mezzetta |February 16, 2024
Planning and Advice
February 5, 2024|4 min read
November 28, 2023|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
Investments
March 14, 2024|3 min read
December 15, 2023|3 min read
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