News and resources for Canada's top financial advisors
Est. 1998
Industry
BlackRock Asset Management Canada will now offer Passive Foreign Investment Company statements for certain iShares funds.
By Staff |September 23, 2015
1 min read
Market Insights
Help clients evaluate real estate trends, and prepare for cross-border filing.
By Sarah Cunningham-Scharf |April 2, 2015
3 min read
Manulife Investments will give U.S. tax-paying investors the information to make the Qualified Electing Fund election on their U.S. tax returns.
By Staff |December 17, 2014
2 min read
Tax News
The head of the IRS says more than half the people who will phone the tax agency next year may not get the help they’re looking for.
By Staff |November 26, 2014
A new study looks at the burden of taxes on NHL players.
By Staff |November 17, 2014
Beware these tax challenges
By Terry F. Ritchie |October 14, 2014
8 min read
Life
For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.
By David Wm. Brown |October 3, 2014
Ensure clients are prepared to file new T1135.
By Sarah Cunningham-Scharf |July 23, 2014
Since 2009, Swiss banks have been under the microscope of U.S. regulators.
By Staff |July 7, 2014
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