News and resources for Canada's top financial advisors
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Economic optimism among Canada’s small business owners has led to a widespread lack of contingency planning, a new Harris/Decima report commissioned by BMO Bank of Montreal concludes. The survey found more than three-quarters (77%) of 777 Canadian small business owners with $5 million in revenues or less describe the Canadian economy as good, while a […]
By Mark Noble |April 11, 2008
5 min read
In 1967 there were two things that could be said about married women: If they were employed, they were likely earning less than their husbands; and they were more likely to ask for directions. While today’s husbands may still prefer to drive in circles, society has made some progress on the economic issue. According to […]
By Mark Brown |August 24, 2006
3 min read
Planning and Advice
(September 23, 2005) Settlement cheques began arriving this week to compensate mutual fund unitholders who were adversely affected by market timing. Although it’s early, some advisors are already beginning to get phone calls from their clients, inquiring about this “found money”, where it came from, and how it might be taxed. In June, the Ontario […]
By Kate McCaffery |September 23, 2005
4 min read
(March 18, 2005) February’s federal budget provided new tax benefits for individuals with disabilities and their caregivers. The measures are being welcomed by advisors, who provided additional insight on working with caregiver and dependent clients. Ottawa amended the disability tax credit, extending eligibility requirements, increased the maximum annual Child Disability Benefit to $2,000 per child […]
By Heidi Staseson |March 18, 2005
(June 21, 2004) Investor confidence may be set to take another hit, as one of Canada’s largest newspapers launches a week-long series probing the mutual fund industry. A report in today’s Globe and Mail estimates that a “select few” institutional investors have reaped profits of between $550 million and $650 million through market timing, leaving […]
By Staff |June 21, 2004
(February 18, 2003) The federal budget has something for everyone, though some advisors say it could have done more to put money into the hands of their clients. One budget gem is the incentives for small-business owners. Clients who fall into this category will be thrilled with the fact that the low 12% tax rate […]
February 17, 2003
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