News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
The Liberals’ campaign promise to implement a surtax on financial institutions that profited during the pandemic was listed as a priority for both parties
By Staff, with files from The Canadian Press |March 22, 2022
4 min read
Advisor's Edge
A lack of understanding about spousal RRSP limits was no excuse
By Jamie Golombek |March 14, 2022
Tax News
With the government busy implementing previously announced measures, major initiatives are unlikely to be included
By Rudy Mezzetta |February 23, 2022
5 min read
Revised allocation to redeemers formula was proposed in draft legislation released earlier this month
By Melissa Shin |February 14, 2022
3 min read
The Canada Revenue Agency highlights new or adjusted credits and deductions
By Staff |February 11, 2022
After starting a side business selling insurance, an advisor went too far in claiming expenses
By Jamie Golombek |February 4, 2022
The tax is part of the federal government's plan to crack down on rising home prices
By The Canadian Press |January 31, 2022
Two deduction limits haven't been raised since the early 2000s
By Melissa Shin |December 23, 2021
2 min read
The government will draw a line between mom and pop-style landlords and large real estate trusts that own hundreds of units
By Jordan Press, The Canadian Press |December 21, 2021
Here's the status of proposals that matter to your clients
By Melissa Shin |December 20, 2021
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