News and resources for Canada's top financial advisors
Estate Planning
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
By Melissa Shin |May 3, 2021
4 min read
The finance minister forecast a deficit of $12.3 billion this fiscal year
By Staff, with files from The Canadian Press |March 26, 2021
2 min read
A trustee’s tax liability has limits, a court case suggests
By Doug Carroll |March 23, 2021
The absence of withholding taxes can create unexpected consequences if no planning is done
By Wilmot George |March 19, 2021
Planning for foreign assets may require multiple documents
By Keith Masterman |March 18, 2021
3 min read
Advisor's Edge
Clients considering the strategy must take extra care
By Rudy Mezzetta |March 12, 2021
Some estate experts argue changing the law could lead to unintended consequences
By Rudy Mezzetta |March 11, 2021
5 min read
Ontario raised preferential share to $350,000 as of March 1
By Rudy Mezzetta |March 8, 2021
Use these tips for discussions and decision-making
By Jacqueline Power |March 2, 2021
The change takes effect April 1
By Rudy Mezzetta and Melissa Shin |February 12, 2021
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