News and resources for Canada's top financial advisors
Tax News
Don’t let outdated pension rules threaten your client’s retirement plans
By Lea Koiv and William C. Kennedy |September 7, 2023
5 min read
Current regulations are outdated and artificially cap contributions
By Lea Koiv and William C. Kennedy |August 25, 2023
The new rules will reduce the regulatory burden on plans
By Lea Koiv and William C. Kennedy |December 17, 2020
4 min read
How Finance’s draft legislation could impact clients
By Lea Koiv and William C. Kennedy |August 7, 2019
6 min read
Planning and Advice
Helping clients with a complex decision
By Lea Koiv and William C. Kennedy |November 28, 2018
7 min read
Advisor's Edge
Rules on commuting pensions and how values are calculated
By Lea Koiv and William C. Kennedy |June 18, 2018
Wages and ages matter
By Lea Koiv and William C. Kennedy |November 24, 2017
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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