News and resources for Canada's top financial advisors
Industry
Clients using the Ontario Disability Support Program can soon hold larger amounts in liquid assets without the program clawing back their benefits.
By Simon Doyle |April 27, 2017
2 min read
Tax News
A report last year by the Brookfield Institute, at Ryerson University, claimed 98% odds that the jobs of accountants and bookkeepers would be automated. An online tool by the BBC similarly says the probability for certified accountants is 95% within 20 years. That would make the next two decades, or less, a period of upheaval […]
By Simon Doyle |April 25, 2017
3 min read
False returns resulted in refunds of more than $85,000.
By Staff |April 24, 2017
1 min read
Planning and Advice
And for clients.
April 24, 2017
Estate Planning
Protect clients in case their relationships don’t work out.
By Nathalie Boutet |April 21, 2017
4 min read
There’s an easier way to get info from the agency
By Jamie Golombek |April 21, 2017
Tread carefully to avoid tax mistakes
By Margaret O’Sullivan |April 21, 2017
Traps to avoid
By Curtis Davis |April 21, 2017
5 min read
What to do to minimize penalties
By Staff |April 20, 2017
A third of Canadians haven't organized the paperwork yet.
By Staff |April 19, 2017
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