News and resources for Canada's top financial advisors
Planning and Advice
One of the biggest investments your client’s made is his or her home. While most advisors know clients can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.
By Lisa MacColl |October 9, 2015
3 min read
Estate Planning
If a couple tells you they’re divorcing, you can help reduce their financial stress
October 9, 2015
4 min read
Economic Indicators
Reforming how employee stock options are taxed is a good idea, but it won’t bring in the government revenue the Liberals and NDP promise, says University of Calgary economist Jack Mintz.
By Staff |October 7, 2015
2 min read
Tax News
Investors have two means to generate tax-free cash flow from investments.
By Michelle Connolly |October 6, 2015
CRA will get a major overhaul if the Liberals come to power in the next federal election.
By Staff |October 5, 2015
One of the biggest investments you’ve made is your home. While you can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.
By Lisa MacColl |October 1, 2015
The TFSA is the only tax-advantaged vehicle available to many Canadians for accumulating retirement savings.
By Staff |September 25, 2015
Industry
BlackRock Asset Management Canada will now offer Passive Foreign Investment Company statements for certain iShares funds.
By Staff |September 23, 2015
1 min read
Leave a legacy across generations by creating a trust in the right province
By Jessica Bruno |September 18, 2015
8 min read
Help Americans working in Canada avoid a nasty surprise
By Darren Coleman |September 18, 2015
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