News and resources for Canada's top financial advisors
Est. 1998
Industry
Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says
By Maddie Johnson | January 10, 2023
3 min read
Economic Indicators
Higher interest rates have driven up cost of public debt
By The Canadian Press | December 23, 2022
1 min read
Tax News
FHSA provides opportunities, but watch out for surplus stripping and minimum tax
By Maddie Johnson | December 20, 2022
2 min read
Rate to rise for the third consecutive quarter
By Rudy Mezzetta | December 12, 2022
Anthony Ostler also called for more consumer protection in the emerging payments space
By Staff, with files from The Canadian Press | November 24, 2022
Products
ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula
By Melissa Shin | November 10, 2022
Corporations could choose to reward shareholders through dividends instead
By Nojoud Al Mallees, The Canadian Press | November 8, 2022
Advisor's Edge
Federal Court case is the latest reminder of the costs
By Jamie Golombek | November 7, 2022
4 min read
Tax Strategies
Help clients turn investment losses into a tax win
By Curtis Davis | November 3, 2022
5 min read
FATCA requires banks and other institutions to report information about accounts held by U.S. individuals
By The Canadian Press | September 23, 2022
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