News and resources for Canada's top financial advisors
Planning and Advice
If your clients are doctors, lawyers, engineers, union members or other professionals, don’t overlook the tax savings that come with reporting mandatory dues and association income.
By Jessica Bruno |April 8, 2016
1 min read
Industry
This article examines when clients can get a tax break on investment fees.
By Michelle Munro |April 5, 2016
5 min read
Economic Indicators
The Liberals’ promised cut for Canadian small businesses may still come into play.
By Staff |April 4, 2016
Carlie Weinreb has been doing taxes since she was just four years old. And she has some advice for you.
By Suzanne Sharma |April 1, 2016
2 min read
Estate Planning
Segregated funds are often seen as useful for minimizing potential estate administration fees.
By Keith Masterman |March 31, 2016
4 min read
The 2016 federal budget announced changes impacting the Capital Dividend Account (CDA) and the tax consequences of transfers of life insurance policies to a corporation.
By Florence Marino |March 30, 2016
Wealthy clients can still use the new Canada Child Benefit, but there are clawbacks. Here are tips to maximize benefits.
March 30, 2016
6 min read
BMO has named all of its corporate-class mutual funds, which are affected by a tax change in the 2016 federal budget.
By Staff |March 29, 2016
Wealthy families will only have access to the tuition tax credit.
March 24, 2016
The amendments don’t change much for top earners—if they earn more than $200,000, they’ll still be taxed at the 33% rate, say experts.
By Suzanne Sharma |March 23, 2016
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