News and resources for Canada's top financial advisors
Estate Planning
Depending on family dynamics, it's a structure that may make sense.
By James Dolan |April 13, 2017
4 min read
This client case walks you through the process
By Susan Goldberg |April 13, 2017
6 min read
Tax News
Ask an average person what a dividend is and, if they don’t know, they’ll at least say it’s something positive. For the most part, they’d be right. Dividends are distributions of a corporation’s after-tax earnings to its shareholders. They’re optional to distribute, but corporations often use them to entice or pay shareholders. Dividend taxation can […]
By Stephanie Dietz |April 13, 2017
Learn which investment fees are deductible and how those fees are treated by CRA in various structures, funds and accounts.
By Staff |April 13, 2017
1 min read
CRA reports that Damien Reynolds, a 49-year-old dual citizen of Canada and Australia, was charged on April 4, 2017, with fraud under section 380 of the Criminal Code and with tax evasion under section 327 of the Excise Tax Act. Reynolds is a mining industry consultant and stock promoter based in Vancouver. Read: Montréal man […]
By Staff |April 5, 2017
2 min read
Industry
The new rules around trusts will cause “the most consternation for planners"
By Melissa Shin |April 4, 2017
The way an estate freeze is set up can have significant implications in family law.
By Nathalie Boutet and Michael Henry |April 4, 2017
5 min read
Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do anything, but not so much that they can do nothing. Sounds like a plan for success. The only problem is, many Canadians don’t have a plan at all. A BMO […]
By Staff |March 30, 2017
Haven’t filed all your required U.S. tax paperwork? If you’re really unlucky, you might get sued.
By Max Reed |March 29, 2017
For Canadians who live in the north, CRA offers two deductions.
By Staff |March 28, 2017
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