News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.
By Staff |June 10, 2016
1 min read
Tax News
Expect changes to some offshore tax reporting forms and more IRS guidance on how to fill them out
By Staff |June 9, 2016
2 min read
Industry
Not only is succession planning becoming more difficult, but client litigation is rising.
A look at income splitting for a retired couple in Atlantic Canada.
By Michelle Connolly |June 2, 2016
4 min read
Christine Bieri pleaded guilty yesterday to tax fraud charges before the Court of Quebec in Longueuil.
By Staff |May 27, 2016
We look at a family that includes an incorporated doctor.
By Michelle Connolly |May 26, 2016
Market Insights
In a letter to Congress, 22 institutional investors say company transparency would reduce investment risk and corruption.
By Staff |May 24, 2016
In a low-growth environment, philanthropic foundations are increasingly seeking out higher-risk investments.
By Bryan Borzykowski, Canadian Business |May 20, 2016
There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement
By Jacqueline Power |May 19, 2016
Over the next 3 weeks, we’ll look at three family scenarios and examine how recent tax changes affect them in 2016 and in years to come.
By Michelle Connolly |May 18, 2016
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