News and resources for Canada's top financial advisors
Tax News
Ways to avoid common tax pitfalls
By Melissa Shin |September 9, 2016
11 min read
Don’t let clients be lured by unscrupulous accountants
By Jamie Golombek |September 9, 2016
4 min read
Don’t run afoul of CRA.
By Doug Carroll |September 9, 2016
Estate Planning
Identify potential issues while the client is still alive
By Margaret O’Sullivan |September 9, 2016
3 min read
Perhaps your client likes to collect coins, stamps, antiques, rare books or other memorabilia. If that’s the case, consider these tax requirements and tips.
By Jessica Bruno |September 9, 2016
Here's a collection of the all of the top tax news items and reminders that went out over the last few months.
By Staff |September 8, 2016
As summer draws to a close, CRA is reminding campgrounds when they are eligible for the small business deduction.
By Staff |August 23, 2016
2 min read
Industry
Here's everything you need to know about how Finance's draft legislation affects life insurance strategies.
By Melissa Shin |August 23, 2016
6 min read
Products
ETFs have unique taxation aspects when they’re held in non-registered accounts
By Carol Bezaire |August 10, 2016
July's draft legislation says the changes to corporate-class taxation won't come into force until Jan. 1, 2017.
By Michelle Connolly |August 8, 2016
5 min read
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