News and resources for Canada's top financial advisors
Estate Planning
Why anyone can view certain clients’ wills
By Margaret O’Sullivan |November 27, 2015
4 min read
Tax Strategies
Changing tax rates mean it’s not so clear
By Doug Carroll |November 27, 2015
3 min read
Tax News
A recent Federal Court of Appeal decision reminds business owners how important it is to file their corporate returns on time.
November 27, 2015
Private corporations have limited time to recover refundable tax
By Jamie Golombek |November 27, 2015
Ultra high-net worth clients could face increased IRS scrutiny.
By Staff |November 25, 2015
1 min read
Planning and Advice
In this article, we’ll look at two key disadvantages of incorporating and address a series of other considerations that come into play when deciding whether or not to incorporate.
By John Natale |November 23, 2015
Industry
Prime Minister Justin Trudeau has tasked National Revenue Minister Diane Lebouthillier with making CRA a more proactive and client-focused department.
By Staff |November 16, 2015
2 min read
In this first part of a two-part series, we’ll let’s look at the advantages of incorporating.
By John Natale |November 16, 2015
More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.
By Staff |November 13, 2015
Donating to charity can be rewarding, both personally and financially.
By Wilmot George |November 10, 2015
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