News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
The federal budget won't be austerity driven and draconian but will rather take a moderate approach to shrinking the size of government, federal Finance Minister Jim Flaherty said Thursday.
February 23, 2012
2 min read
After months of urging consumers to rein in their spending and pay down debt, Finance Minister Jim Flaherty says the time has come for the government to do just that.
By Wire services |November 25, 2011
Industry
|| Take the Poll || Client Letter || Full Budget Speech || Summary of Measures || Economic, Fiscal Outlook || Financial Resolutions || Round two of Budget 2011 continues to tighten the vise on high-net-worth clients. In a repeat budget, at least as it concerns HNW clients, the government reaffirmed commitments to close tax-planning loopholes. […]
By Melissa Shin |June 6, 2011
5 min read
Stephen Harper framed the election campaign as a referendum on Jim Flaherty’s March 22 budget and ran on his economic track record. Having secured a majority government, will the Conservatives table the same budget, or will they tinker with that original plan? Tell us what you think. Will there be additional tax cuts? New spending […]
By Staff |May 3, 2011
1 min read
There has been a muted response from the Canadian financial services industry to the fall of Harper government as it treats the result of non-confidence vote as a bit of a non-event.
By Vikram Barhat |March 25, 2011
|| Take the Poll || Client Letter || Full Budget Speech || Summary of Measures || Economic, Fiscal Outlook || Financial Resolutions || While this year’s budget contains some tax breaks for average Canadian families, the changes aren’t much to get excited about. Fred O’Riordan, national tax advisor at Ernst & Young, says he wasn’t […]
By Dean DiSpalatro |March 22, 2011
4 min read
A family caregiver tax credit of up to $300, a Guaranteed Income Supplement top-up of $50 a month for singles and $70 a month for couples, and elimination of the mandatory retirement age for federally regulated employees are not enough to improve the quality of life and increase opportunities for Canadian seniors.
By Vikram Barhat |March 22, 2011
Show clients you’re proactive by sending them this customizable letter about the Federal Budget. Dear [Client/Prospect name], As you know, Finance Minister Jim Flaherty delivered his federal budget on March 22 in Ottawa. This budget has several items that could affect your financial plan or present additional opportunities. In case you haven’t had a chance […]
By Philip Porado |March 22, 2011
Market Insights
The Investment Industry Association of Canada (IIAC) is calling on the federal government to cut capital gains taxes and increase contribution limits for RRSPs and TFSAs in the upcoming budget. The IIAC is also calling for greater flexibility for retirees to access their RRIFs, reducing the mandatory withdrawal rates, and the elimination of payroll taxes […]
By Staff |March 16, 2011
PricewaterhouseCoopers is advising Finance Minister Jim Flaherty to reduce corporate income tax rates even further.
By Dean DiSpalatro |February 3, 2011
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