News and resources for Canada's top financial advisors
Est. 1998
Industry
And will the adjustments deter foreign ownership?
By Melissa Shin |October 5, 2016
7 min read
Tax News
Cross-border taxes are never easy to understand.
By Melissa Shin |October 4, 2016
4 min read
Whether for ideological reasons or tax complications, many people want to shed their U.S. citizenship.
By Max Reed |September 30, 2016
5 min read
Economic Indicators
The Canadian Federation of Independent Business is pushing the federal government to have a plan to balance the books and cut taxes in its next budget.
By Staff |September 30, 2016
1 min read
This versatile vehicle turns 60 in 2017.
By Curtis Davis |September 30, 2016
Figuring out whether benefits provided to employees are taxable or not can prove a challenge.
By Michael McKiernan |September 23, 2016
3 min read
If your clients have ever worked in the U.S., they might have a 401(k).
By Staff |September 19, 2016
Estate Planning
Advisors who are afraid to touch such an emotionally charged issue miss important opportunities to connect with clients.
By Nathalie Boutet |September 19, 2016
The options for dealing with excess TFSA amounts.
By Wilmot George |September 16, 2016
These documents will likely become more common.
By Margaret O’Sullivan |September 13, 2016
2 min read
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