News and resources for Canada's top financial advisors
If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to know about them.
By Francois Bernier | April 7, 2015
4 min read
The T1135 form has been updated several times over the last few years. Here, we answer your questions.
By Francois Bernier | March 25, 2015
5 min read
Planning and Advice
With the advent of CRM2, investors will know the exact dollar amount paid in fees to his or her financial advisor at the end of each year
By Francois Bernier | January 9, 2015
In 2012, the federal government’s Pooled Registered Pension Plans Act was signed into law. The plan’s objective is to create a large-scale, inexpensive pension plan for employees of companies that don’t already offer a pension. But the federal government has limited jurisdiction over the workforce, so it had to collaborate with the provinces. Quebec’s version, […]
By Francois Bernier | October 31, 2014
Quebec’s version, the Voluntary Retirement Saving Plans (VRSP), came into effect July 1, 2014.
By Francois Bernier | October 24, 2014
3 min read
In 2012, the federal government’s Pooled Registered Pension Plans Act was signed into law.
2 min read
A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company shareholders.
By Francois Bernier | September 16, 2014
1 min read
A tax expert outlines the various changes across Canada.
By Francois Bernier | September 6, 2013
Editor’s note: This article is from 2013. For 2017 information, read our article, “Salary or dividends: Which is better for business owners?” There are nearly 2.5 million businesses in Canada, according to Industry Canada. A large portion of them are small and medium enterprises (SMEs) operated as corporations with one or a few shareholders. These […]
By Francois Bernier | March 7, 2013
7 min read
By Francois Bernier | October 11, 2012
The current federal legislation for PRPPs only applies to employees governed under federal jurisdiction, such as inter-provincial transportation, banking, telecommunication and airlines. So on June 28, 2012, the Canadian government approved the Pooled Registered Pension Plan (PRPP) Act.
By Francois Bernier | September 19, 2012
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Tax & Estate
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