News and resources for Canada's top financial advisors
Melissa is the editorial director of Advisor.ca and leads Newcom Media Inc.’s group of financial publications. She has been with the team since 2011 and been recognized by PMAC and CFA Society Toronto for her reporting. Reach her at mshin@newcom.ca. You may also call or text 416-847-8038 to provide a confidential tip.
Products
While there may be an initial spike of failed trades, fail rates improve overall in a shortened settlement cycle
By Melissa Shin |May 22, 2024
3 min read
Any time you shorten a settlement cycle, you reduce risk, CCMA head says
By Melissa Shin |May 21, 2024
6 min read
Tax
Waiting until the last minute is a bad idea, tax experts say
By Melissa Shin |May 17, 2024
4 min read
Tax News
Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government
By Melissa Shin |May 14, 2024
5 min read
Industry
LongPoint will focus on white labelling and also plans to launch its own passive ETFs
By Melissa Shin |May 10, 2024
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
By Melissa Shin |April 29, 2024
Fund manager has no assets or insurance, lawyer says
By Melissa Shin |April 26, 2024
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
By Melissa Shin and Rudy Mezzetta |April 25, 2024
Mutual fund corporations can pass gains to unitholders
By Melissa Shin |April 25, 2024
Planning and Advice
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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