News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Failure to report foreign-source income can result in high penalties
By Jacqueline Power | May 5, 2023
4 min read
Economic Indicators
Interest rates pushed debt charges up 40.7%
By The Canadian Press | April 28, 2023
1 min read
Tax News
Help clients realize a capital loss while maintaining market exposure
By Wilmot George | April 26, 2023
5 min read
Clients are paying in but increases to benefits remain minimal for now
By Lea Koiv | April 19, 2023
Advisor's Edge
Tax tips when tapping the Bank of Mom and Dad
By Curtis Davis | March 31, 2023
3 min read
A Tax Court case led to a hefty tax bill
By Jamie Golombek | March 31, 2023
Transactions, including property flipping, require proper tax reporting
By Wilmot George | January 6, 2023
Planning and Advice
Three case studies to help clients choose when to begin their benefits
By Lea Koiv | January 5, 2023
6 min read
Court decision serves as a warning about property distribution, executor renunciation
By Keith Masterman | December 9, 2022
Federal Court case is the latest reminder of the costs
By Jamie Golombek | November 7, 2022
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