News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Early indicators point to weakness in business confidence, housing market
By Staff |August 29, 2022
2 min read
Labour and cost challenges ebbed slightly in August
By Staff |August 25, 2022
Estate Planning
Business owners planning for succession must meet certain criteria
By Vivek Bansal |August 23, 2022
4 min read
Amid debt and supply chain issues, business owners struggle to regain revenue
By The Canadian Press |August 18, 2022
1 min read
Industry
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
By Michelle Schriver |August 11, 2022
Planning and Advice
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
By Rudy Mezzetta |August 10, 2022
Almost a third expect inflation, supply, employment issues to bite in months ahead
By Staff |May 30, 2022
Tax News
The federal budget proposed increasing the level of taxable capital at which a business can still access the small business rate
By Rudy Mezzetta |May 13, 2022
3 min read
But with no adjustment to the passive income rules, some companies will remain shut out
By Michelle Schriver |April 8, 2022
Advisor's Edge
After starting a side business selling insurance, an advisor went too far in claiming expenses
By Jamie Golombek |February 4, 2022
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