Surging penalties for pre-signed forms contested for first time

Decisions on sanctions will serve as benchmarks for future settlement

By Michelle Schriver |March 26, 2024

6 min read

CRA exempts bare trusts from reporting requirements for 2023

Filing is required only if directly requested by the Canada Revenue Agency

By Rudy Mezzetta |March 28, 2024

3 min read

Requests flood in for home office expense forms 

Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says 

By Rudy Mezzetta |March 27, 2024

3 min read

How Daniel Kahneman’s research influenced financial advice

Economist’s findings helped advisors understand that people often make irrational decisions

By Melissa Shin |March 27, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

How can advisors accelerate success?

Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key

First oversight review finds CIRO complying with recognition order

CSA gives self-regulatory organization clean bill of health

By James Langton |March 28, 2024

2 min read

What we’ve learned from the Emerge ETFs saga

A year after an unprecedented cease-trade order, unitholders are still waiting for answers

By Melissa Shin |March 25, 2024

9 min read

As transition ends for FA title, product pushes back in the spotlight

In Ontario, mutual fund licensing is the most popular approved credential

By Michelle Schriver |March 21, 2024

5 min read

FSRA approves another credential for FP title use

CIFP brings the Chartered Financial Planner designation to new candidates

By Michelle Schriver |March 22, 2024

3 min read

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

Ontario budget voices support for OBSI reform

Government endorses OSC’s investor protection, capital formation efforts

By James Langton |March 26, 2024

2 min read