News and resources for Canada's top financial advisors
Est. 1998
Tax News
Case study explains the consequences
By Curtis Davis |September 27, 2023
3 min read
Industry
UHT an “insulting” attack on Americans with second homes in Canada: Niagara politician
By The Canadian Press |May 26, 2023
2 min read
The taxpayer's penalty for filing foreign account forms late was reduced to $50,000 from $2.72 million
By Melissa Shin |February 28, 2023
Investment advisors registered with the new firm will be licensed in both Canada and the U.S.
By Staff |November 17, 2022
1 min read
FATCA requires banks and other institutions to report information about accounts held by U.S. individuals
By The Canadian Press |September 23, 2022
Economic Indicators
An extended blockade would have been toughest on the auto sector, a report from Fitch says
By Staff |February 15, 2022
Advisor's Edge
Help this U.S.-based couple who moved to Canada to care for an elderly parent
By Suzanne Yar Khan |October 4, 2021
7 min read
Cardinal Point offers cross-border wealth planning services to HNW clients
By Rudy Mezzetta |September 16, 2021
Protectionist policies and attitudes toward U.S. President Donald Trump helped Canada land global talent
By Jordan Press, The Canadian Press |December 15, 2020
Biden’s proposed tax hikes target high earners
By Michelle Schriver |October 21, 2020
4 min read
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