News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Gifts or inheritances received during a marriage are generally excluded property, but not always
By Nathalie Boutet |November 1, 2017
3 min read
Industry
It’s possible that many of your clients’ children do not have RESPs. In 2014, Statistics Canada found that only 48.5% of children had received the Canadian Education Savings Grant (CESG), which is calculated based on contributions made to RESPs. Further, a non-government survey published by the Bank of Montreal in the same year found that […]
By Bernard Viau |October 26, 2017
5 min read
Tax News
U.S. expats with six-figure salaries could benefit from potential U.S. tax reform. American lawmakers are “seriously” considering a measure that would tax U.S. expats on only income earned in the U.S., reports the Financial Times (article has paywall). For the 2016 tax year, U.S. expats can exclude up to US$101,300 from their worldwide income for […]
By Staff |October 25, 2017
1 min read
And what's unknown
By Staff |October 20, 2017
2 min read
What it is and how to access it
By James and Deborah Kraft |October 20, 2017
Tips from experts
By Susan Goldberg |October 20, 2017
Planning and Advice
Clients must answer this question if they’re still working at age 60
By Lea Koiv |October 20, 2017
7 min read
Options for ownership
By Margaret O’Sullivan |October 20, 2017
6 min read
How this works
By Curtis Davis |October 20, 2017
Where the bulk of your federal tax dollars go
By Simon Doyle |October 20, 2017
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