News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
They are rarely addressed in wills
By Keith Masterman and Asha Sivarajah |July 26, 2017
4 min read
Industry
Hint: it's in Asia
By Staff |July 24, 2017
2 min read
Tax News
What you need to know
By Melissa Shin |July 21, 2017
Find out the details
By Wilmot George |July 21, 2017
Expect a flurry of tax planning ahead
July 20, 2017
Economic Indicators
But they agree to consult on intergenerational business transfers
By Staff, with files from The Canadian Press |July 18, 2017
A look at the pros and cons
By Tim Brisibe |July 18, 2017
Estate administration is finally moving into the 21st century.
By Holly LeValliant |July 13, 2017
3 min read
If you’re in Ontario, your senior clients who use public transit are eligible for a new tax credit — the seniors’ public transit tax credit. The credit is refundable and equal to 15% of a senior’s eligible public transit costs, and came into effect on July 1, 2017 (i.e., only payments for public transit services […]
By Staff |July 4, 2017
1 min read
Courts take a close look at advice
June 30, 2017
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