News and resources for Canada's top financial advisors
Est. 1998
Industry
Winter is ending.
By Melissa Shin |March 1, 2017
1 min read
Tax News
Beneficiaries could be hit with unexpected income inclusions
By Jamie Golombek |February 24, 2017
4 min read
One year later, here's a deep dive
By Curtis Davis |February 24, 2017
6 min read
MER versus direct fee
By Doug Carroll |February 24, 2017
Help clients who are between jobs
By Jessica Bruno |February 24, 2017
Clients in B.C. are paying higher taxes without knowing it. And soon, all Canadians could be.
By Staff |February 16, 2017
During tax season, the last thing you want is to miss out on savings for your clients.
By Staff |February 14, 2017
Uncollected tax from evasion, avoidance and simple mistakes could be almost $50 billion, reveals a report by the Conference Board of Canada (CBoC). Read: Tax-dodging dentist gets jail time for failing to pay fine (While the actual amount of uncollected tax is unknown, the report calculates a range of $9 billion to $50 billion by […]
By Staff |February 13, 2017
2 min read
Investors get more choice, and small business gets funding, a report argues.
By Staff |February 9, 2017
3 min read
Planning and Advice
Between not saving for RRSPs and making early withdrawals, Canadians are in a financial bind.
By Staff |February 8, 2017
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