News and resources for Canada's top financial advisors
Est. 1998
Tax News
Even though tax returns aren’t due until April 30, December is an important month for tax planning. Here are some important tax planning measures that must be completed before December 30.
December 13, 2011
6 min read
Industry
While there is little one can do about the vagaries of the stock market, there is plenty an advisor can do to help clients control how much tax money they fork over to the CRA.
By Vikram Barhat |December 13, 2011
2 min read
Selling some loss-making investments can be a great way to recover some of the capital gains realized in the last three years, says Gary Dent, national tax leader at Grant Thornton.
By Vikram Barhat |December 9, 2011
When buying or selling investments, timing is of the essence, especially towards the tail end of the year when getting the timing wrong can result in an undesirable tax position.
By Vikram Barhat |December 8, 2011
It's that time of the year when advisors want their businesses and individual taxpayer clients to drop everything and turn their focus to year-end tax planning.
By Vikram Barhat |December 7, 2011
Market Insights
North American markets Back to Top Open Change YTD Dow Jones 10,967.65 +22.93 or +0.21% +5.17% S&P 500 1,159.97 -0.78 or -0.07% +4.02% NASDAQ 2,380.66 -19.17 or -0.80% +4.91% TSX 12,501.72 +3.72 or +0.03% +6.43% International markets Back to Top Open Change YTD Nikkei 9,684.81 -6.62 or -0.07% -8.17% Hang Seng 22,884.32 +3.91 or +0.02% […]
By Staff |October 7, 2010
1 min read
Blog Polls The fourth annual Canadian Lipper Fund Awards were handed out in Toronto last night. The Lippers differ from the more established Canadian Investment Awards in that they honour top funds for their performance over multiple time frames. Dynamic Funds was the big winner of the night, taking home 14 “Fund of the Year” […]
By Steven Lamb |February 19, 2010
3 min read
Living Benefits
Now that school’s out and summer is here, many of your clients are likely planning to spend time at the cottage. Most aren’t thinking about how to use insurance to protect their idyllic home away from home — and if they are, it’s usually related to protecting the asset in case of a casualty, fire […]
By Chris Paterson |July 4, 2008
4 min read
There are myriad ways for advisors to keep their clients' taxes low, but if your clients are professionals, you might want to think about having them incorporate.
By Bryan Borzykowski |November 16, 2007
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