News and resources for Canada's top financial advisors
Est. 1998
Tax News
Legal fees are tax deductible in limited situations. For employees, fees are deductible if they’re paid “to collect or to establish a right to salary or wages owed”
April 20, 2015
3 min read
It’s usually not possible
By Jamie Golombek |April 13, 2015
Industry
Alter ego trusts no longer caught in double-tax trap
By David A. Altro and Heela Donsky |April 13, 2015
6 min read
CSA has announced a slew of rule amendments that will mean more paperwork for advisors.
By Allan Tong |April 10, 2015
5 min read
Market Insights
When and how to take profit into consideration
By Dr. Al Rosen |March 20, 2015
4 min read
Estate Planning
When Liberal Member of Parliament Frank Valeriote was an estate lawyer, he saw grieving people struggle with their duties as executors.
By Jessica Bruno |February 6, 2015
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