News and resources for Canada's top financial advisors
Tax Strategies
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 17, 2017
1 min read
Tax News
Client Profile Janet Wilson,* 34, is a self-employed physiotherapist. She’s thinking of starting a family with her partner, Jeff Medoza, who works in a community arts organization in their hometown of Sudbury, Ont. Janet paid employment insurance (EI) premiums when she held retail jobs as a university student, but it’s been years since she contributed. […]
By Susan Goldberg |March 10, 2017
6 min read
Minimum tax pares back the advantages associated with certain deductions, credits and tax shelters that reduce taxable income.
By Stephanie Dietz |March 10, 2017
4 min read
Estate Planning
Despite best efforts, some wills contain oversights, ambiguities or spelling mistakes.
By James Dolan |March 10, 2017
Industry
Bill Morneau, Justin Trudeau’s Finance minister, announced he will table the 2017 federal budget on March 22. Follow Advisor.ca that day for full coverage after 4 p.m. Eastern. Read: CRA to release registered fee folio this spring Clients have unique tax needs? Here are tips How foreign exchange impacts capital gains
By Staff |March 7, 2017
What to do when clients gain or lose after converting foreign currency.
By Michelle Connolly |March 7, 2017
Winter is ending.
By Melissa Shin |March 1, 2017
Beneficiaries could be hit with unexpected income inclusions
By Jamie Golombek |February 24, 2017
One year later, here's a deep dive
By Curtis Davis |February 24, 2017
MER versus direct fee
By Doug Carroll |February 24, 2017
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