News and resources for Canada's top financial advisors
Est. 1998
Tax News
The Liberals shifted the marker this year, dropping the minimum for each senior by 25%
By The Canadian Press |November 19, 2020
2 min read
A tax session at the IAFP symposium offered insight
By Michelle Schriver |October 2, 2020
3 min read
Estate Planning
Help your client avoid these estate planning pitfalls
By Tim Brisibe |October 2, 2020
5 min read
If clients need liquidity, there are options
By Curtis Davis |June 11, 2020
4 min read
Economic Indicators
Group says changes would help retirement savings, investor confidence
By James Langton |April 27, 2020
1 min read
RRIFs, CERB and working from home have tax implications
By Curtis Davis |April 14, 2020
Industry
Postponing retirement may be necessary for many due to the current market sell-off
By Maddie Johnson |March 24, 2020
Finance Minister Bill Morneau said the minimum withdrawal rate will be 25% lower for 2020
By Greg Dalgetty |March 18, 2020
Advisor's Edge
A breakdown of who benefits from the federal government’s proposed annuity
By Jim Otar |February 7, 2020
6 min read
CLHIA is also calling on the government to expand the availability of VPLAs
By Rudy Mezzetta |February 4, 2020
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