News and resources for Canada's top financial advisors
Est. 1998
Tax News
How Finance’s draft legislation could impact clients
By Lea Koiv and William C. Kennedy |August 7, 2019
6 min read
The rules should go further to ensure wealthy Canadians don't benefit, a report says
By Staff |August 2, 2019
2 min read
The recommendation was part of the organization’s pre-budget submission
By Staff |August 1, 2019
1 min read
Estate Planning
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
The former rep was also a beneficiary of a client's estate and accepted her Air Miles
By Staff |July 24, 2019
The judge said the affected people have only a limited expectation of privacy in their banking information
By The Canadian Press |July 22, 2019
What clients need to know about reporting transactions
By Wilmot George |July 18, 2019
4 min read
One document addresses the tax on split income
By Rudy Mezzetta |July 5, 2019
3 min read
New rules would prevent funds from using derivative transactions to convert ordinary income into capital gains
By Mark Burgess |June 28, 2019
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