News and resources for Canada's top financial advisors
Est. 1998
Tax News
Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more
By Melissa Shin |November 4, 2022
3 min read
Tax Strategies
A client scenario illustrates whether withholding taxes apply
By Wilmot George |August 15, 2022
4 min read
Help clients prioritize the most tax-efficient assets
By Maddie Johnson |August 2, 2022
Creditor account protection across Canada is a jurisdictional maze
By Jeff Buckstein |June 8, 2022
In an income tax folio, the Canada Revenue Agency clarified its position on settlement amounts and registered plans
By Rudy Mezzetta |May 24, 2022
Industry
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
By Staff |April 14, 2022
2 min read
The government plans to consult on how to allow "genuine" intergenerational share transfers
By Melissa Shin |April 7, 2022
The size of contributions rose in 2020, alongside the number of savers
By James Langton |April 1, 2022
These initiatives can help clients enter the housing market
By Jacqueline Power |March 31, 2022
Advisor's Edge
A lack of understanding about spousal RRSP limits was no excuse
By Jamie Golombek |March 14, 2022
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