News and resources for Canada's top financial advisors
Investing
This sector has great opportunities if you know where to look.
By Dean DiSpalatro |March 13, 2015
3 min read
Tax
At the end of tax season, many Canadians resolve to do better next year. So while you may be concentrating on your 2014 return, here’s what you should know about 2015’s taxes.
March 13, 2015
4 min read
It’s tax time. Make sure your family takes advantage of recent changes to tax benefits, and avoids being subject to the evolving kiddie tax.
Trading Places (1983) offers a comedic perspective on commodities trading, but its main caper wouldn’t play out the same way today.
By Sarah Cunningham-Scharf |March 11, 2015
7 min read
We expect fair treatment in a dispute with CRA. But, proving CRA didn’t live up to its duties doesn’t guarantee success in court.
March 11, 2015
If you’re looking for income, consider closed-end funds (CEFs), which can provide lower-risk cash flow.
By Dean DiSpalatro |March 11, 2015
Risk Management
New rules beginning January 1, 2017, will impact the taxation of Canadian life insurance policies.
By John McKay |March 9, 2015
2 min read
Recent years have seen U.S. stock prices increase significantly.
By Sarah Cunningham-Scharf |March 5, 2015
You will not find a single instance of the word “clawback” in Canada’s tax legislation.
March 4, 2015
4 tips for making smart donations
By 员工 |March 2, 2015
1 min read
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