News and resources for Canada's top financial advisors
Economic Indicators
Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their warm-weather retreats.
By Susan Goldberg |January 28, 2016
5 min read
Tax News
Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.
By Tim Brisibe |January 22, 2016
2 min read
Estate Planning
The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.
By Dean DiSpalatro |January 22, 2016
3 min read
There are no laws in Canada to protect clients, so here’s what you need to know
By Margaret O’Sullivan |January 22, 2016
Are your clients at risk?
By Jamie Golombek |January 22, 2016
4 min read
Tips for restructuring businesses to keep up with change
By James and Deborah Kraft |January 22, 2016
Will the new math influence client giving?
By Doug Carroll |January 22, 2016
Don’t miss a form, or a credit
By Jessica Bruno |January 22, 2016
The new tax bracket for top earners means changes to the donation tax credit.
January 15, 2016
Financial industry groups may not have a chance to speak before Parliament.
By Staff |January 14, 2016
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