News and resources for Canada's top financial advisors
Est. 1998
Tax News
Draft legislation concerning the “allocation to redeemers” methodology extends the capital gains-related timeline for ETFs
By Melissa Shin |August 23, 2019
6 min read
Estate Planning
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
By Staff |August 22, 2019
2 min read
A court decision in Nova Scotia has implications for estate planning
By Keith Masterman |August 19, 2019
4 min read
CRA provides examples of how the gross business income test is applied
August 16, 2019
Planning and Advice
Identifying clients’ goals will clarify the choice
By Curtis Davis |August 12, 2019
How Finance’s draft legislation could impact clients
By Lea Koiv and William C. Kennedy |August 7, 2019
The rules should go further to ensure wealthy Canadians don't benefit, a report says
By Staff |August 2, 2019
The recommendation was part of the organization’s pre-budget submission
By Staff |August 1, 2019
1 min read
Advisors’ influence on family unity is growing
July 31, 2019
5 min read
The Liberals introduced draft legislative proposals on several measures from the 2019 budget
By Staff |July 30, 2019
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