News and resources for Canada's top financial advisors
Economic Indicators
Minister of Finance Bill Morneau is busy conducting the federal government's pre-budget consultations, before the spending plan is released sometime this February or March.
By Staff |January 8, 2016
2 min read
Tax News
It was a busy year in court for CRA. The revenue agency won 201 tax fraud cases, worth $106.6 million in lost tax money, in 2014-2015.
By Melissa Shin |January 6, 2016
Industry
Almost 60% of Canadians plan to make it a priority to donate to charitable causes in 2016, finds a BMO Wealth Management report. Other priorities include becoming healthier, spending more time with family and friends, and improving their overall financial situation by spending less, saving more and paying off debt. When thinking about which charities […]
By Staff |January 5, 2016
In 2015, two things happened to make advisors ponder what RRIF income strategy is best for clients.
By Michelle Connolly |January 5, 2016
5 min read
Estate Planning
If clients want to put some green toward green causes, let them know they can also donate land and real estate -- and save tax at the same time.
By Staff |December 24, 2015
1 min read
This week, CRA announced changes meant to make taxes simpler to prepare.
By Staff |December 23, 2015
U.S. clients in Canada have a bit of extra time to get their taxes in order next year. But what are their chances of being audited?
December 22, 2015
In 2015, Advisor to Client continued to grow to meet your needs and help you serve your clients.
By Staff |December 22, 2015
4 min read
It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.
By Staff |December 21, 2015
There was a lot of action on the tax front this year, and we’ve kept tabs on the government’s every move. Here are the biggest stories.
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