News and resources for Canada's top financial advisors
Winter is ending.
By Melissa Shin | March 1, 2017
1 min read
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
By Keith Masterman | March 18, 2016
6 min read
In 2015, two things happened to make advisors ponder what RRIF income strategy is best for clients.
By Michelle Connolly | January 5, 2016
5 min read
It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.
By Staff | December 21, 2015
2 min read
There was a lot of action on the tax front this year, and we’ve kept tabs on the government’s every move. Here are the biggest stories.
Our runner-up financial term of the year is RRIF.
By Staff | December 11, 2015
Lower minimums may mean lower benefit distributions.
By Melissa Shin | October 5, 2015
4 min read
The 2015 federal budget’s reduction of the mandatory minimum withdrawals from RRIFs and similar tax-deferred accounts will reduce the risk that many Canadians will outlive their savings.
By Staff | July 2, 2015
While industry experts agree the move is a victory, it’s a small one at that. Find out why.
By Suzanne Sharma | April 22, 2015
The Investment Industry Association of Canada (IIAC) is coming down strongly in favour of measures announced in yesterday’s federal budget, particularly the increase in the TFSA contribution limit and the reduction to RRIF minimum withdrawal amounts.
By Staff | April 22, 2015