AER March 2017

March 2017

Michelle Schriver

Knowing your client’s tax position makes for meaningful planning

01 CSA staff notice 51-347: Disclosure of cybersecurity risks and incidents As business dependence on technology rises, so does business risk. A 2016 Ponemon Institute…

Al and Mark Rosen

Serious threats or manageable business evolutions?

Industry News

01 CSA staff notice 51-347: Disclosure of cybersecurity risks and incidents As business dependence on technology rises, so does business risk. A 2016 Ponemon Institute…

Serious threats or manageable business evolutions?

What one quarterly report teaches us about reading financial statements

Doug Carroll

How MERs versus direct fees are treated

Jamie Golombek

Make sure clients’ retirement funds are taxed properly

Tax News

Knowing your client’s tax position makes for meaningful planning

How MERs versus direct fees are treated

Make sure clients’ retirement funds are taxed properly

Tips for clients who’ve lost their job

Market Insights

TransCanada submits new application for Keystone XL

Before fees, probably not. After fees, definitely not

Mark Yamada