News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Help clients get the maximum benefit from these accounts
By Wilmot George |October 10, 2023
6 min read
Tax News
The agency will also be releasing a consolidated T4 slip for FHSA account holders
By Melissa Shin |August 10, 2023
3 min read
Industry
The industry is still waiting for certain forms needed to administer the new plans
By Rudy Mezzetta |July 21, 2023
4 min read
Clients may be eager but timing is important
By Charles-Antoine Gohier |June 28, 2023
Strategies to minimize tax implications, including the FHSA
By Maddie Johnson |June 12, 2023
Estate Planning
It’s not too early to consider the estate implications if someone dies while holding an FHSA
By Rudy Mezzetta |June 9, 2023
5 min read
The issue of what happens when an FHSA holder dies may need to be dealt with sooner rather than later, for example
By Melissa Shin |May 31, 2023
The holder needs a written agreement to buy or build a home to make a tax-free withdrawal
By Rudy Mezzetta |May 23, 2023
Even homeowners can open an FHSA in some cases
By Rudy Mezzetta |May 19, 2023
Other firms are rushing to set up back-office systems and internal procedures for the account
By Mark Burgess |April 3, 2023
2 min read
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