News and resources for Canada's top financial advisors
Est. 1998
Tax News
Use this handy list of tax numbers as a quick reference
By Staff |November 18, 2022
3 min read
Tax Strategies
Help clients turn investment losses into a tax win
By Curtis Davis |November 3, 2022
5 min read
Estate Planning
Helping clients establish a "hierarchy of withdrawals"
By Rudy Mezzetta |October 3, 2022
2 min read
Help clients prioritize the most tax-efficient assets
By Maddie Johnson |August 2, 2022
For the best tax treatment, distinguish between current and capital expenses
By Vivek Bansal |May 2, 2022
4 min read
Tax rules offer flexibility when a client has both a spouse and a common-law partner
By Wilmot George |March 30, 2022
CRA outlined credits, rebates and reporting requirements
By Staff |March 24, 2022
Help your client claim these non-refundable tax credits
By Keith Masterman |March 23, 2022
Advisor's Edge
Make sure clients don’t run afoul of the attribution rules
By Curtis Davis |March 14, 2022
Now is the time to review plans jolted by the pandemic
By Curtis Davis |February 4, 2022
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