News and resources for Canada's top financial advisors
Tax News
Small mistakes can trigger CRA scrutiny
By Dean DiSpalatro |October 16, 2015
6 min read
Market Insights
Don’t assume all Canadian mutual funds fall into the PFIC trap
By Max Reed |October 16, 2015
4 min read
Planning and Advice
Whether they’re established entrepreneurs or just starting out, it’s important that your business-owner clients regularly review their creditor protection strategies.
By John Natale |October 15, 2015
3 min read
Economic Indicators
While the party has promised tax and investment policy changes, experts say there’s nothing in their platform that suggests a major shakeup.
By Suzanne Sharma |October 14, 2015
Industry
Business owners who invest in TFSAs rather than leaving surplus funds in their corporations generally end up with more after-tax cash.
By Staff |October 13, 2015
2 min read
Higher taxes make Montréal, Los Angeles, San Jose and Anaheim are some of the least financially attractive destinations for NHL players.
By Staff |October 9, 2015
Estate Planning
Client profile Annabelle Bonheur*, 56, is a biochemist at a major pharmaceutical company and makes $325,000 a year. Her deceased parents left her a large inheritance, which includes shares in two private companies and a three-acre tract of land not far from her home in Oakville, Ont., that will likely be a future hotspot for […]
By Dean DiSpalatro |October 9, 2015
7 min read
Dave and Sandra have managed a restaurant in downtown Vancouver for the past 12 years. But now the couple is divorcing and wants to sell the business. They need to know the value of their company for a net worth statement. Where should they start?
Residential real estate has been called one of the safest of assets and is considered part of a balanced portfolio. That’s because, when markets are down, clients can hold with little risk as long as their carrying costs are manageable. When markets rise, they can make solid returns. Still, there are considerations, especially if clients […]
By Suzanne Yar Khan |October 9, 2015
5 min read
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed an accompanying affidavit stating the valuation was correct, and that was usually that. Not any more. As of January 1, Ontario executors (known as estate trustees) must file an Estate […]
By James Dolan |October 9, 2015
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.