News and resources for Canada's top financial advisors
Est. 1998
Tax News
Statistics Canada data released in September 2017 shows that clients are embracing retirement savings accounts. According to the data, nearly two-thirds of Canada’s 14 million households made some form of retirement contribution in 2015. About 40% of households contributed to a TFSA, 35% to an RRSP and 30% to a registered pension plan. Almost 10% […]
By Jamie Golombek |October 20, 2017
4 min read
Industry
Morneau will make the announcement at a farm alongside Agriculture Minister Lawrence MacAulay in Erinsville, Ont.
By Staff, with files from The Canadian Press |October 19, 2017
2 min read
Only about 3% of the ``most wealthy'' privately owned corporations will have to pay higher taxes
By Staff, with files from The Canadian Press |October 18, 2017
Estate Planning
Tax reporting requirements for various dispositions
By Kevin Wark |October 13, 2017
5 min read
Find out
By James Dolan |October 13, 2017
The tax bite is the worst for lower-income Canadians and small business owners.
By Staff |October 12, 2017
The Income Tax Act includes a number of financial planning tools for disabled individuals
By David Truong |October 10, 2017
The comment period for Finance’s proposed tax changes for businesses is officially closed, and Finance Minister Bill Morneau says he’s open to making changes to the proposal. Read: Urgent: Talk to business clients ahead of income sprinkling measures While critics contend the proposal hurts middle-class business owners, it could also overturn decades of settled law. […]
By Staff |October 6, 2017
1 min read
At the National Institute on U.S.-Canadian Securities Litigation in Toronto this week, regulators and litigators discussed industry developments. Best interest standard at a standstill? Panellists expressed concern about the best interest standard’s regulatory uncertainty and unintended consequences for advisors and firms’ business models. For example, the OSC needs to clarify the difference between a best […]
By Michelle Schriver |October 5, 2017
3 min read
Understand the DTC and how to use it
By David Truong |October 5, 2017
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