News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Interest rates pushed debt charges up 40.7%
By The Canadian Press |April 28, 2023
1 min read
Tax News
Help clients realize a capital loss while maintaining market exposure
By Wilmot George |April 26, 2023
5 min read
The CRA says tax returns filed digitally will largely be processed automatically ``without delay"
By The Canadian Press |April 25, 2023
The agency said all paper returns “will be stockpiled for future processing"
By Rudy Mezzetta |April 20, 2023
3 min read
Industry
Current RRIF minimum withdrawal rules put seniors at risk of outliving their savings
By Rudy Mezzetta |April 12, 2023
2 min read
What clients need to know about the AMT, RESPs, intergenerational transfers and more
By Maddie Johnson |March 29, 2023
Repairing the health-care system is the centrepiece of the provincial government's $14.4-billion budget
By Staff, with files from The Canadian Press |March 23, 2023
4 min read
Liberal government more likely to focus on AMT, capital gains in Budget 2023
By Rudy Mezzetta |March 22, 2023
No new taxes, smaller surpluses predicted over next three years
By Jeremy Simes, The Canadian Press |March 22, 2023
The province is also increasing the maximum age for applying for a retirement pension to 72 from 70
By Richard Cloutier and Staff, with files from The Canadian Press |March 21, 2023
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