News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Transferring a practice is often the largest business deal a financial advisor will oversee.
By Staff |December 9, 2016
1 min read
Only if prepared correctly
By Margaret O’Sullivan |December 9, 2016
6 min read
Planning and Advice
Considerations when receiving payment for your book
By Doug Carroll |December 9, 2016
8 min read
Tax News
Being too aggressive can send you to Tax Court
By Jamie Golombek |December 9, 2016
5 min read
If your clients fish for a living or own a business in Atlantic Canada or the Gaspé peninsula, the Canada Revenue Agency has special tax breaks for them.
By Jessica Bruno |December 9, 2016
Industry
It was a whirlwind year for tax changes. Here's more on how to help clients.
By Melissa Shin |December 7, 2016
3 min read
If you fish for a living, or if you own a business in Atlantic Canada or the Gaspé peninsula, the Canada Revenue Agency has special tax breaks for you.
By Jessica Bruno |December 2, 2016
If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.
By Tony Maiorino |November 30, 2016
4 min read
The slow speed of government decisions, which can take months or years, costs Canadians time and money.
By Staff, with files from The Canadian Press |November 29, 2016
Canada suffers in the eyes of investors for being relatively small, far from large export destinations, cold and vast — thus raising business costs. But Canada has overcome its disadvantages in recent years by being competitive on business taxes. Read: Canada is the most tax competitive country for biz Unfortunately, the tendency of Canadian provincial […]
By Staff |November 28, 2016
2 min read
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