News and resources for Canada's top financial advisors
Est. 1998
Industry
Taxes can be confusing for anyone in Canada, and more so if you’re new to the country. Read: This chart shows where your next clients will come from But if your client is a newcomer, don’t let him put off the taxman. Your client must file a return to receive a refund or to take […]
By Staff |January 23, 2017
2 min read
Planning and Advice
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Read: Navigate RRSP attribution rules Read: CRA tweaks process for accessing online tax info of businesses
By Staff |January 18, 2017
Tax News
If your clients fish for a living or own a business in Atlantic Canada or the Gaspé peninsula, the Canada Revenue Agency has special tax breaks for them.
By Jessica Bruno |December 9, 2016
1 min read
If you fish for a living, or if you own a business in Atlantic Canada or the Gaspé peninsula, the Canada Revenue Agency has special tax breaks for you.
By Jessica Bruno |December 2, 2016
Now is the time to use tax credits only available until Dec. 31, says CIBC tax planner Jamie Golombek.
By Staff |November 2, 2016
A new generation of Canadians is coming to terms with what it means to be, or to give support to, veterans. There are more than 600,000 Canadian Forces veterans, and their average age is 57. There are also more than 75,000 Second World War veterans and more than 9,000 veterans of the Korean World War. […]
By Jessica Bruno |October 27, 2016
The federal government has a host of tax and social programs designed to ease civilian life for those who have served. But getting the full benefit of these initiatives often depends on knowing which applications to file or rules to follow.
As the World Cup of Hockey gets underway, clients may start dreaming about their children making it to the big leagues.
By Staff |September 16, 2016
Cottages are more than a respite from workaday troubles, they're major financial responsibilities.
By Jessica Bruno |June 24, 2016
Cottages are more than a respite from workaday troubles; they're major financial responsibilities
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