News and resources for Canada's top financial advisors
Industry
The government has released draft legislation, and it's different than what came out in March 2016.
By Melissa Shin |August 4, 2016
3 min read
Estate Planning
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
By Mark Groulx |August 4, 2016
Most of us know a few families that resemble The Brady Bunch more than the “traditional” family
By Tony Maiorino |August 3, 2016
5 min read
Tax News
One of the plans bandied about in the days after Britain’s vote to leave the EU in June was to slash corporate tax rates to keep the country competitive, reports Bloomberg, but it will take more than a tax cut to keep Britain’s economy on an even keel. The prospect of a race to the […]
By Staff |July 22, 2016
1 min read
A reader asks, and we answer.
By Melissa Shin |July 22, 2016
It’s not always simple to determine a residence’s status for tax purposes
By Keith Masterman |July 12, 2016
The U.K. ranks second, and the Netherlands third.
By Staff |July 12, 2016
2 min read
An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.
By Tim Brisibe |July 4, 2016
You may be in the midst of scaling back client communications. But make sure you reach out as the CCB is introduced.
By Staff |June 27, 2016
Products
A strategy to achieve tracking and tax efficiency
June 24, 2016
6 min read
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