News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
By Curtis Davis |May 9, 2022
3 min read
Industry
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
By Staff |April 14, 2022
2 min read
Tax Strategies
These initiatives can help clients enter the housing market
By Jacqueline Power |March 31, 2022
4 min read
Tax News
Latest TFSA data shows that unused room exceeds the tax-free account’s fair market value for most accountholders
By Rudy Mezzetta |March 9, 2022
1 min read
Use this handy list of tax numbers as a quick reference
By Staff |December 8, 2021
The odds are good, but the final answer won't come until November 2022
By Guillaume Poulin-Goyer |December 6, 2021
This strategy can work well for wealthy clients with large TFSA balances
By Guillaume Poulin-Goyer |November 25, 2021
Find out how much clients can contribute
By Rudy Mezzetta |November 17, 2021
U.S. tax rules can lead to TFSA troubles
By Jacqueline Power |July 9, 2021
A quirk in the TFSA overcontribution waiver rules could lead to taxes owed on a zero-dollar account
By Rudy Mezzetta |June 16, 2021
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