News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Completing the T1’s marital status isn’t always straightforward
By Wilmot George |November 30, 2021
3 min read
Estate Planning
Use these tips to make the most of a donation tax credit
By Jacqueline Power |November 23, 2021
4 min read
Advisor's Edge
Help this client and her daughter maximize their savings account
By Curtis Davis |November 2, 2021
Tax News
Helping families plan with an RDSP gives advisors a broad topic of conversation with clients
By Rudy Mezzetta |October 20, 2021
2 min read
A change in use could result in a deemed disposition
By Vivek Bansal |July 22, 2021
Consider the tax consequences before transferring property after a separation
By Wilmot George |July 19, 2021
Interest deductibility may be at stake
By Frank Di Pietro |June 18, 2021
There are three options used to determine how much taxpayers need to pay each quarter
By Jamie Golombek |May 11, 2021
The Canada Revenue Agency outlined reporting requirements, credits and more
By Staff |March 24, 2021
Tips for the month ahead
By Jamie Golombek |March 12, 2021
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