News and resources for Canada's top financial advisors
Financial Planning
Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their warm-weather retreats
By Susan Goldberg |January 28, 2016
5 min read
Tax
Tuition, grants, textbooks and more: be tax savvy when you head back to school.
By Jessica Bruno |January 15, 2016
3 min read
A U.S. person’s advisor and bank must report these
December 31, 2015
1 min read
It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that resonated with you and your clients the most.
By Staff |December 18, 2015
It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.
By Melissa Shin |December 9, 2015
2 min read
Three tax-friendly ways to pay for continuing education.
By Jessica Bruno |December 4, 2015
If you qualify as a U.S. person, you may be required to file a special tax form.
By David A. Altro |December 4, 2015
4 min read
Changing tax rates mean it’s not so clear.
November 27, 2015
Reporting income and claiming expenses.
By Jessica Bruno |November 20, 2015
If you're a first-time homebuyer, don't miss a tax credit.
By Jessica Bruno |October 23, 2015
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