News and resources for Canada's top financial advisors
Est. 1998
Tax News
Affected owners have until Oct. 31 to file or pay before incurring interest and penalties
By Melissa Shin |March 28, 2023
2 min read
Industry
Budget items include an expanded Guaranteed Annual Income System and a promise to review tax system
By Allison Jones, The Canadian Press |March 23, 2023
4 min read
Planning and Advice
Three case studies to help clients choose when to begin their benefits
By Lea Koiv |January 5, 2023
6 min read
Inflation leads to jump in tax bracket thresholds as well
By Rudy Mezzetta |November 14, 2022
Advisor's Edge
Federal Court case is the latest reminder of the costs
By Jamie Golombek |November 7, 2022
The CRA also updated the RRSP dollar limit
By Staff |November 1, 2022
1 min read
Clients who owe the CRA would be wise to pay even if they dispute the amount, experts say
By Rudy Mezzetta |October 5, 2022
Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly
By Rudy Mezzetta |October 4, 2022
Clients have until Sept. 30 to lock in the 2% family loan rate
By Staff |September 23, 2022
The Parliamentary Budget Officer updated its revenue projections for the Canada Recovery Dividend and the surtax on banks and insurers
By Melissa Shin |September 22, 2022
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