News and resources for Canada's top financial advisors
Est. 1998
Tax News
If it's public, it's fair game.
By Staff |January 19, 2017
1 min read
Planning and Advice
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Read: Navigate RRSP attribution rules Read: CRA tweaks process for accessing online tax info of businesses
By Staff |January 18, 2017
2 min read
Industry
CRA has changed how you're able to gain access to a business' online tax information.
By Staff |January 10, 2017
Wealthsimple has launched a new pricing structure called Wealthsimple Black for clients who invest $100,000 or more.
Good tax planning should happen year-round. So help clients get off on the right foot.
By Melissa Shin |January 10, 2017
3 min read
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
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
If clients pay registered-account investment fees from open accounts, revisit that practice with them now
By Melissa Shin |December 19, 2016
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