News and resources for Canada's top financial advisors
Est. 1998
Life
Avoid bloopers when designating a charity as policy beneficiary
By Kevin Wark |June 2, 2023
5 min read
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
By Melissa Shin |March 30, 2023
4 min read
Tax Strategies
A sample scenario illustrates the savings
By Keith Masterman |September 14, 2022
3 min read
Tax News
Proposed change in Budget 2022 would "increase expenditures by charities overall," government said
By Rudy Mezzetta |April 8, 2022
Estate Planning
Use these tips to make the most of a donation tax credit
By Jacqueline Power |November 23, 2021
Finance is seeking comments about raising the rate and giving the CRA better enforcement tools
By Rudy Mezzetta |August 9, 2021
2 min read
The pre-budget report also recommends reforming the registered disability savings plan
By Rudy Mezzetta |February 18, 2021
Industry
Donations were down by $60 million as traditional fundraising was disrupted by public health restrictions
By James Langton |January 26, 2021
The agency reports that seniors accounted for 31% of charitable donors in 2018
By James Langton |February 14, 2020
1 min read
Planning and Advice
The tax benefits to your client can outweigh donating cash
By Staff |December 17, 2019
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