News and resources for Canada's top financial advisors
Est. 1998
Tax News
Assessing impact on integration
By James and Deborah Kraft |February 19, 2016
3 min read
Canadian and U.S. credits available for some disabled clients
By David Altro |February 19, 2016
4 min read
Good planning can ease the tax burden on beneficiaries
By Jeff Harrison |February 19, 2016
A case outlines the repercussions of not doing so
By Jamie Golombek |February 19, 2016
Direct deposit can create tax trouble
By Doug Carroll |February 19, 2016
What to do when your client renounces all assets
By Jessica Bruno |February 19, 2016
At this time of year, most advisors get asked if it is better to invest in a TFSA or an RRSP. I was asked that exact question at a recent speed networking event. I had just introduced myself as a financial planner to a man in his mid-40s and before I could ask him what […]
By Dave Faulkner |February 18, 2016
Economic Indicators
The federal budget will include help for low-income seniors, says Finance Minister Bill Morneau.
By Jessica Bruno |February 18, 2016
1 min read
Industry
If someone owes money or taxes but declares bankruptcy, spouses can be targeted by creditors.
By Staff |February 9, 2016
2 min read
If your client's assessed value seems too high, she may be paying too much tax.
By Suzanne Sharma |February 5, 2016
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