News and resources for Canada's top financial advisors
Est. 1998
Industry
CIBC's Jamie Golombek breaks down how the new account will work
By Daniel Calabretta |April 8, 2022
2 min read
Tax News
CRA outlined credits, rebates and reporting requirements
By Staff |March 24, 2022
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
By Staff |January 31, 2022
1 min read
C.D. Howe report recommends separating access to benefit programs from the filing of tax returns
By Rudy Mezzetta |January 25, 2022
3 min read
Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says
By Ross Marowits, The Canadian Press |December 16, 2021
4 min read
Use this handy list of tax numbers as a quick reference
By Staff |December 8, 2021
Economic Indicators
Help your client with timely tax-efficient planning
By Maddie Johnson |November 29, 2021
Estate Planning
Complex relationships are increasing the risk of litigation
By Staff |November 29, 2021
Simplified tax reporting was one solution floated in a report by PwC
By Staff |November 26, 2021
This strategy can work well for wealthy clients with large TFSA balances
By Guillaume Poulin-Goyer |November 25, 2021
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