News and resources for Canada's top financial advisors
Est. 1998
Tax News
The department acknowledges there often isn't a tax motivation when doing so
By Melissa Shin |October 11, 2019
3 min read
Advisor's Edge
A tale of two cousins
By Lea Koiv and Alexandra Macqueen |September 20, 2019
4 min read
Industry
A plurality use the accounts for cash and savings
By Staff |August 20, 2019
1 min read
Planning and Advice
Identifying clients’ goals will clarify the choice
By Curtis Davis |August 12, 2019
Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says
By Staff |February 7, 2019
The poll also shows that shaky client confidence presents an opportunity for advisors
By Staff |January 29, 2019
2 min read
Taxpayers who use TurboTax will have the option to make RRSP contributions with the robo-advisor
By Staff |January 23, 2019
A memo to Bill Morneau asks for a higher contribution age and accumulation limit
By Staff |November 30, 2018
A tax tale of two benefits at death
By Curtis Davis |November 28, 2018
Minimize the risk of not achieving targeted replacement income
By Mark Yamada |March 16, 2018
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