News and resources for Canada's top financial advisors
Est. 1998
Life
Understand fair market value and CRA rules
By Jason Pereira and Brian Cabral |October 28, 2016
5 min read
Planning and Advice
But smaller, local charities rate poorly in their use of technology
By Staff |October 12, 2016
1 min read
Tax News
Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.
By Tim Brisibe |January 22, 2016
2 min read
Will the new math influence client giving?
By Doug Carroll |January 22, 2016
The new tax bracket for top earners means changes to the donation tax credit.
January 15, 2016
Industry
Almost 60% of Canadians plan to make it a priority to donate to charitable causes in 2016, finds a BMO Wealth Management report. Other priorities include becoming healthier, spending more time with family and friends, and improving their overall financial situation by spending less, saving more and paying off debt. When thinking about which charities […]
By Staff |January 5, 2016
It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.
By Staff |December 21, 2015
There was a lot of action on the tax front this year, and we’ve kept tabs on the government’s every move. Here are the biggest stories.
Manitoba takes top honours among the provinces when it comes to charitable giving, but Americans are more generous than Canadians overall.
By Staff |December 17, 2015
Clients in the new 33% top bracket will get a donation tax credit to match.
By Staff |December 10, 2015
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