News and resources for Canada's top financial advisors
Financial Planning
With a majority government in hand, Liberal leader Justin Trudeau has all the political power he needs to implement his party platform unimpeded.
By Staff |October 21, 2015
2 min read
Tax
Three times you have to give CRA a cut of your foreign exchange gains.
By Jessica Bruno |October 9, 2015
3 min read
If your family members live and work abroad, and they’re named in PoAs, you should review your estate plan.
October 8, 2015
4 min read
Four major political parties are vying for your vote on Oct. 19. Don’t give it to them based on half-read headlines or holiday hearsay from the Thanksgiving table.
October 7, 2015
If you have more than $100,000 in foreign property, you need to file Form T1135.
By Dean DiSpalatro |October 4, 2015
6 min read
A trust is not a legal entity, but rather a relationship where legal property ownership is in the hands of a trustee, and beneficiaries are entitled to that property. Still, a trust is a taxable entity — so where should it be taxed?
October 4, 2015
You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.
By Elaine Blades |September 16, 2015
5 min read
Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.
By Jessica Bruno |September 14, 2015
Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he or she stands for and how to cast a ballot.
If you're an American who recently moved to Canada, you might have to move your retirement account north of the border too.
By Darren Coleman |September 11, 2015
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