News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
The tax agency is offering a few tips to ensure those giving to charity can feel secure about their donations.
By Staff |March 2, 2015
2 min read
Estate Planning
As a young boy, Jim Little spent many hours observing wildlife near his grandparents’ land in Peace River Country in northern British Columbia.
By Natasha van Bentum |March 2, 2015
5 min read
Industry
Canadian tax filers donated more in 2014 than in 2013, according to new data released by Statistics Canada. The number of donors across the country dipped by 1%, it adds, but “total donations rose 3.5% to $8.6 billion, with gains in every province and territory—except the Northwest Territories, where donations were 2.7% lower.” Read: How […]
By Staff |February 27, 2015
1 min read
Bull Wealth Management has been named the Best Alternative Investment Analysis Firm in Canada by the BarclayHedge 2015 Hedge Fund Awards.
By Staff |February 20, 2015
Market Insights
Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars
By Jessica Bruno |February 6, 2015
Tax News
Wealthy art collectors are opening private museums, sometimes down the road from their homes, to claim lucrative tax benefits.
By Staff |January 23, 2015
CRA has accidentally leaked the personal information of hundreds of rich and famous Canadians to CBC in response to an access to information request.
By Staff |November 26, 2014
Make the most of the Ecological Gifts Program.
By Natasha van Bentum |November 17, 2014
6 min read
Planning and Advice
Charitable donations are on the rise for a third consecutive year, finds a BMO survey.
By Staff |November 14, 2014
As gifting insurance policies becomes more mainstream, look to add value to any clients who want to lapse policies.
By Mebs Dhalla |November 14, 2014
4 min read
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