News and resources for Canada's top financial advisors
Planning and Advice
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Read: Navigate RRSP attribution rules Read: CRA tweaks process for accessing online tax info of businesses
By Staff |January 18, 2017
2 min read
Industry
CRA has changed how you're able to gain access to a business' online tax information.
By Staff |January 10, 2017
1 min read
Wealthsimple has launched a new pricing structure called Wealthsimple Black for clients who invest $100,000 or more.
Good tax planning should happen year-round. So help clients get off on the right foot.
By Melissa Shin |January 10, 2017
3 min read
Estate Planning
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.
By Nathalie Boutet |January 9, 2017
Tax News
What does Budget 2017 have in store? Kim Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law in Calgary, makes six predictions on his blog — and several will disappoint people who dislike paying tax. 1. The capital gains inclusion rate may rise Prior to Budget 2016, several experts (including Moody) had predicted the […]
By Staff |January 9, 2017
Make sure clients don't accidentally run afoul of the attribution rules
By Wilmot George |January 6, 2017
4 min read
Economic Indicators
Throughout 2016, we posted podcasts and related articles on a variety of topics.
By Staff |January 2, 2017
If clients pay registered-account investment fees from open accounts, revisit that practice with them now
By Melissa Shin |December 19, 2016
Diane Lebouthillier, national revenue minister, has waived reporting requirements for labour organizations and labour trusts for fiscal periods starting in 2017. The requirements arise from Bill C-377, An Act to amend the Income Tax Act (requirements for labour organizations). Read: Part-time work helps Canada add 10,700 jobs That act, which came into force on December […]
By Staff |December 19, 2016
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