News and resources for Canada's top financial advisors
Tax News
Help clients who are between jobs
By Jessica Bruno |February 24, 2017
4 min read
Clients in B.C. are paying higher taxes without knowing it. And soon, all Canadians could be.
By Staff |February 16, 2017
1 min read
Industry
During tax season, the last thing you want is to miss out on savings for your clients.
By Staff |February 14, 2017
Uncollected tax from evasion, avoidance and simple mistakes could be almost $50 billion, reveals a report by the Conference Board of Canada (CBoC). Read: Tax-dodging dentist gets jail time for failing to pay fine (While the actual amount of uncollected tax is unknown, the report calculates a range of $9 billion to $50 billion by […]
By Staff |February 13, 2017
2 min read
Investors get more choice, and small business gets funding, a report argues.
By Staff |February 9, 2017
3 min read
Planning and Advice
Between not saving for RRSPs and making early withdrawals, Canadians are in a financial bind.
By Staff |February 8, 2017
Estate Planning
Can a person acting under a PoA make gifts or change beneficiary designations?
By Keith Masterman |February 7, 2017
What that means for clients
By Melissa Shin |February 6, 2017
9 min read
Tax Strategies
How a change in client circumstances changes the answer.
By Carol Bezaire |February 3, 2017
The last thing you'll want is for a client to have to figure out how to handle someone's taxes after they pass away.
By Staff |January 27, 2017
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