News and resources for Canada's top financial advisors
Economic Indicators
CRA releases prescribed annual interest rates that will apply to amounts owed, and to any amounts the CRA owes.
By Staff |March 18, 2016
1 min read
Estate Planning
Such appointments aren’t common, even though they can add an extra layer of security for settlors
By Katie Keir |March 18, 2016
6 min read
Understanding the rules
By Elaine Blades |March 18, 2016
5 min read
Tax News
The new top bracket makes them more compelling
By Doug Carroll |March 18, 2016
2 min read
Case shows how a taxpayer handled the situation
By Jamie Golombek |March 18, 2016
3 min read
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
By Keith Masterman |March 18, 2016
Industry
The Liberals are expected to loosen rules around when Canadians can dip into RRSPs to fund home purchases.
March 16, 2016
4 min read
Planning and Advice
Clients who are just starting to set down roots in Canada may not think they have to file taxes, but they're mistaken.
By Staff |March 16, 2016
In response to recent market volatility, some investors are considering tax-loss selling. Make sure they heed these two rules.
By Wilmot George |March 15, 2016
The Liberals are expected to eliminate two out of three federal education credits.
March 15, 2016
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