News and resources for Canada's top financial advisors
Industry
Tell clients not to worry about the possibility of repaying part of their $10,000 TFSA contributions, say industry experts.
By Jessica Bruno |April 24, 2015
3 min read
Details of the independent corporation that would manage a provincial pension plan were in Ontario’s budget April 24.
By Staff |April 24, 2015
1 min read
Our industry is undergoing a fundamental shift in how we advise clients. There will likely be more emphasis on a full wealth management approach, rather than just portfolio management. So advisors need to adapt.
By Craig White and Grant White |April 24, 2015
A CRA spokesperson has confirmed to Advisor.ca that clients can start taking advantage of the increased $10,000 contribution limit for the TFSA immediately.
By Staff |April 23, 2015
Economic Indicators
More TFSA contribution room and smaller mandatory RRIF withdrawals were the big headlines coming out of yesterday’s federal budget.
By Staff |April 22, 2015
Planning and Advice
For many couples, their home is their largest asset. What they may not realize is that asset could represent a significant investment risk as they approach retirement.
By Dean DiSpalatro |April 13, 2015
2 min read
Testimony in the trial of suspended Conservative Senator Mike Duffy began this week, and his defence lawyer has been using the Income Tax Act to help exonerate his client.
By Staff, with files from The Canadian Press |April 10, 2015
Underneath the antiquated identity politics are some business lessons that hold true today.
By Staff |April 10, 2015
Navi Kanagalingam is a realtor from Markham, Ontario.
April 10, 2015
They survived greater disclosure requirements—so you can, too
5 min read
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