News and resources for Canada's top financial advisors
Estate Planning
New rules make effective planning more difficult
By Doug Carroll |October 30, 2015
3 min read
Tax News
Advisors may want to save tax by having their lower-income spouse own part or all of their buildings. But they should consider what will happen if the spouses separate.
By Melissa Shin |October 30, 2015
5 min read
Industry
Check out this guide that shows who will benefit most from new Liberal tax policies.
By Staff |October 23, 2015
1 min read
Marital breakdown can destroy a business, but it needn’t be this way
By Nathalie Boutet |October 21, 2015
4 min read
What happens when a person dies alone? A haunting New York Times article investigates this question by chronicling the story of George Bell, a 72-year-old man who died in 2014. Bell lived alone, and had few relatives and friends. His body was discovered by police after a neighbour, who’d smelled the odor of death from […]
By Staff |October 19, 2015
How to report gains and losses
By Jessica Bruno |October 16, 2015
Clients can use their wills to make designations
By Margaret O’Sullivan |October 16, 2015
In this case, the taxpayer prevails
By Doug Carroll |October 16, 2015
Tell clients to factor in where potential candidates live
October 16, 2015
8 min read
Judge says objection deadline needs to change
By Jamie Golombek |October 16, 2015
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