News and resources for Canada's top financial advisors
Est. 1998
Industry
The existing regime is in place -- at least for now.
By Melissa Shin |March 22, 2016
3 min read
Tax News
It just got more expensive to switch between corporate-class mutual funds.
By Jessica Bruno |March 22, 2016
Advisors can breathe a sigh of relief: no change to the capital gains rate in the federal budget.
March 22, 2016
2 min read
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 21, 2016
1 min read
Economic Indicators
CRA releases prescribed annual interest rates that will apply to amounts owed, and to any amounts the CRA owes.
By Staff |March 18, 2016
The new top bracket makes them more compelling
By Doug Carroll |March 18, 2016
Case shows how a taxpayer handled the situation
By Jamie Golombek |March 18, 2016
Estate Planning
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
By Keith Masterman |March 18, 2016
6 min read
The Liberals are expected to loosen rules around when Canadians can dip into RRSPs to fund home purchases.
March 16, 2016
4 min read
Planning and Advice
Clients who are just starting to set down roots in Canada may not think they have to file taxes, but they're mistaken.
By Staff |March 16, 2016
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