News and resources for Canada's top financial advisors
Tax News
The best strategy is not the one that provides the highest income or the lowest tax bill, it is the one that the client understands, is willing to implement and achieves his or her income needs.
By Dave Faulkner |February 22, 2016
4 min read
Industry
Only 37% of Canadians say they will contribute to RRSPs for the 2015 tax year, on average.
By Staff |February 22, 2016
2 min read
Estate Planning
A look at British Columbia’s Public Guardian and Trustee
By Melissa Shin |February 19, 2016
9 min read
Assessing impact on integration
By James and Deborah Kraft |February 19, 2016
3 min read
Canadian and U.S. credits available for some disabled clients
By David Altro |February 19, 2016
Good planning can ease the tax burden on beneficiaries
By Jeff Harrison |February 19, 2016
A case outlines the repercussions of not doing so
By Jamie Golombek |February 19, 2016
Direct deposit can create tax trouble
By Doug Carroll |February 19, 2016
What to do when your client renounces all assets
By Jessica Bruno |February 19, 2016
At this time of year, most advisors get asked if it is better to invest in a TFSA or an RRSP. I was asked that exact question at a recent speed networking event. I had just introduced myself as a financial planner to a man in his mid-40s and before I could ask him what […]
By Dave Faulkner |February 18, 2016
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