News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
By Nathalie Boutet |January 9, 2017
3 min read
Tax News
What does Budget 2017 have in store? Kim Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law in Calgary, makes six predictions on his blog — and several will disappoint people who dislike paying tax. 1. The capital gains inclusion rate may rise Prior to Budget 2016, several experts (including Moody) had predicted the […]
By Staff |January 9, 2017
Make sure clients don't accidentally run afoul of the attribution rules
By Wilmot George |January 6, 2017
4 min read
Economic Indicators
Throughout 2016, we posted podcasts and related articles on a variety of topics.
By Staff |January 2, 2017
2 min read
Industry
If clients pay registered-account investment fees from open accounts, revisit that practice with them now
By Melissa Shin |December 19, 2016
Diane Lebouthillier, national revenue minister, has waived reporting requirements for labour organizations and labour trusts for fiscal periods starting in 2017. The requirements arise from Bill C-377, An Act to amend the Income Tax Act (requirements for labour organizations). Read: Part-time work helps Canada add 10,700 jobs That act, which came into force on December […]
By Staff |December 19, 2016
1 min read
CRA has posted changes to services for the 2017 tax-filing season. The following are new: Read: Important year-end tax deadlines Other services have been enhanced, such as online mail to notify taxpayers when they have correspondence in My Account. For full details, visit the CRA online. Read: Income tax reductions a holiday present for Quebecers? […]
Quebec residents are in full holiday shopping mode. But a comparison of rates shows that sales taxes are higher in that province than in most others, as well as higher than taxes in bordering American states.
By Staff |December 15, 2016
In between your last-minute gift shopping and party planning, make time for these 2016 tax deadlines.
By Staff |December 13, 2016
Transferring a practice is often the largest business deal a financial advisor will oversee.
By Staff |December 9, 2016
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