News and resources for Canada's top financial advisors
Est. 1998
Tax News
In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans
By Rudy Mezzetta |May 24, 2022
3 min read
Advisor's Edge
Help this client and her daughter maximize their savings account
By Curtis Davis |November 2, 2021
Students need financial planning, too
By Curtis Davis |October 4, 2021
4 min read
Economic Indicators
About half of Canadian parents use the savings tool, a Canada Life survey finds
By Staff |September 9, 2021
1 min read
Industry
A recent survey finds pandemic has had a negative impact on education savings
By Staff |November 19, 2020
2 min read
StatsCan warns that Covid-19 may put low-income families at an even greater disadvantage
By James Langton |July 6, 2020
FAIR Canada says investors in group scholarship plans should be granted relief
By James Langton |April 24, 2020
Sam Bouji admitted to breaching a previous suspension
By Rudy Mezzetta |March 10, 2020
The RESP dealer, now known as Kaleido, will invest in additional asset classes
By Staff |October 31, 2019
The cut was revealed in the party’s platform costing document
By Katie Keir |September 25, 2019
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