News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
The province aims to streamline probate applications and speed the court review process
By Rudy Mezzetta |July 13, 2022
3 min read
Advisor's Edge
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
By Curtis Davis |May 9, 2022
While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets
By Rudy Mezzetta |February 4, 2022
4 min read
Tax News
Critics say the government is defying Parliament by not enacting the new rules
By The Canadian Press |July 16, 2021
2 min read
The IRS had wildly inflated the value of the King of Pop's assets
By Andrew Dalton, The Associated Press |May 5, 2021
From capital gains to wealth taxes, Jamie Golombek breaks down the Liberals' options
By Mark Burgess |December 8, 2020
Industry
The change is meant to address "perennial" backlog issues
By Rudy Mezzetta |October 15, 2020
The province is considering whether to make virtual document signing permanent and whether marriage should still revoke a will
By Rudy Mezzetta and Melissa Shin |August 28, 2020
Advisors’ influence on family unity is growing
July 31, 2019
5 min read
The provincial budget also said the government would extend the deadline for filing estate returns
By Rudy Mezzetta |April 12, 2019
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