News and resources for Canada's top financial advisors
Est. 1998
Tax News
Advisors will need to consider whether to report transactions even if they're not required to
By Michael McKiernan |July 12, 2023
3 min read
Strategic withdrawals allow clients to smooth out their income levels over retirement
By Rudy Mezzetta |July 11, 2023
Here’s the status of tax proposals that matter to your clients
By Melissa Shin |July 10, 2023
4 min read
Estate Planning
Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries
By Rudy Mezzetta |June 30, 2023
Clients may be eager but timing is important
By Charles-Antoine Gohier |June 28, 2023
Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits
By Rudy Mezzetta |June 27, 2023
2 min read
Benefit is meant to support working-age Canadians with disabilities, but details still to be determined
By Rudy Mezzetta |June 26, 2023
Government said records were being sought to verify that merchants were obeying tax acts
By Tara Deschamps, The Canadian Press |June 26, 2023
Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now
By Melissa Shin |June 23, 2023
Financial advisors may need to report more things to the Canada Revenue Agency
By Michael McKiernan |June 23, 2023
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