News and resources for Canada's top financial advisors
Est. 1998
Tips for building emotional intelligence
July 30, 2020
3 min read
Tax & Estate
These steps can prevent tax surprises
June 4, 2020
These tax-advantaged savings vehicles can result in a tremendous tax headache
May 29, 2020
More support is needed to cope with the pandemic
May 7, 2020
Examining adjusted aggregate investment income
October 12, 2018
5 min read
Tax Strategies
Find out if your client is subject to the requirements
December 13, 2023
Help your client consider tax-preferential treatment, donation of shares and AMT
June 6, 2023
Business owners planning for succession must meet certain criteria
August 23, 2022
4 min read
Ways to become their chosen candidate
November 20, 2018
The last two steps of the process
October 9, 2018
Consciously deciding to sustain family wealth for the long term is atypical
October 2, 2018
If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties
May 15, 2023
Interest deductibility may be at stake
June 18, 2021
The rules are restrictive and deductions require the employer’s support
June 2, 2020
2 min read
The amount has been falling in real terms
May 12, 2023
Clients are paying in but increases to benefits remain minimal for now
April 19, 2023
Three case studies to help clients choose when to begin their benefits
January 5, 2023
6 min read
Failure to report foreign-source income can result in high penalties
May 5, 2023
Help your client benefit from these important tools
August 12, 2022
These initiatives can help clients enter the housing market
March 31, 2022
Understand the potential benefits and pitfalls for your client
June 19, 2018
How a change in client circumstances changes the answer.
February 3, 2017
ETFs have unique taxation aspects when they’re held in non-registered accounts
August 10, 2016
A case study explains the challenges
November 10, 2022
Addressing estate planning’s ignored middle child
September 23, 2022
Keeping it in the family and maintaining harmony
November 2, 2021
A strategy for business-owner clients to mitigate double taxation at death
May 9, 2019
What advisors should know
November 12, 2018
An expert explains the tax consequences—and how to avoid them
May 28, 2018
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
March 27, 2020
Legislation affects disclosures on trusts, real estate and corporations
September 16, 2019
Steps to limit tax in other jurisdictions
February 25, 2019
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