News and resources for Canada's top financial advisors
Est. 1998
Tax News
For the first time, a second earnings ceiling will be used to determine additional contributions
By Staff | November 1, 2023
1 min read
The case involved a mail carrier who claimed he never received notices of reassessment
By Jamie Golombek | October 31, 2023
3 min read
The second extension was announced on Tuesday afternoon
By Rudy Mezzetta | October 31, 2023
Tax Strategies
Tuesday, November 28, 2023 at 1:00 pm ET
This virtual roundtable, airing live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.
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Estate Planning
Executors should make decisions appropriate to the size of the estate
By Rudy Mezzetta | October 27, 2023
Public debt charges grew by $4.1 billion, or 27.7%, largely due to higher interest rates
By The Canadian Press | October 27, 2023
Clients should think twice before selling assets at a discounted price
By Catherine Hung | October 26, 2023
4 min read
The prescribed rate is set to rise in Q1 2024
By Rudy Mezzetta | October 25, 2023
2 min read
Federal minister says there will be measures to address "the financialization of housing"
By Nojoud Al Mallees, The Canadian Press | October 23, 2023
Next year’s contribution amount can be calculated using CPI data released Tuesday
By Rudy Mezzetta | October 17, 2023
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