News and resources for Canada's top financial advisors
Tax News
CRA has announced there are no changes to the prescribed interest rates since last quarter, with one exception. Find out what it is.
By Staff |June 16, 2016
1 min read
Life
The federal budget proposed measures that impact certain transfers of life insurance policies
By Florence Marino |June 15, 2016
6 min read
Estate Planning
Estate planning is never is easy. But families with special needs require extra attention.
June 10, 2016
Planning and Advice
Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.
By Staff |June 10, 2016
Expect changes to some offshore tax reporting forms and more IRS guidance on how to fill them out
By Staff |June 9, 2016
2 min read
Industry
Not only is succession planning becoming more difficult, but client litigation is rising.
A look at income splitting for a retired couple in Atlantic Canada.
By Michelle Connolly |June 2, 2016
4 min read
Christine Bieri pleaded guilty yesterday to tax fraud charges before the Court of Quebec in Longueuil.
By Staff |May 27, 2016
We look at a family that includes an incorporated doctor.
By Michelle Connolly |May 26, 2016
Market Insights
In a letter to Congress, 22 institutional investors say company transparency would reduce investment risk and corruption.
By Staff |May 24, 2016
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