News and resources for Canada's top financial advisors
Planning and Advice
Six years after TFSAs were introduced, many clients still don’t understand how they work, finds a survey by Mackenzie Investments.
By Staff |June 17, 2015
2 min read
Tax News
CRA just made life easier for executors administering estates that include unexercised stock options.
By Dean DiSpalatro |June 15, 2015
Want to move your family to the U.S.? Consider an EB-5 investor visa, commonly referred to as the EB-5 green card.
By David A. Altro and Antoine Brosseau Wery |June 12, 2015
4 min read
The offshore trust. Once the estate-planning vehicle of choice for wealthy Canadian families, these structures are now largely off-limits.
By Dean DiSpalatro |June 11, 2015
6 min read
The Senate expense scandal currently sweeping through Parliament Hill is a master class in how not to mix business and personal expenses.
By Staff |June 10, 2015
1 min read
The tampon tax may be gone, but the tampon tariff lives on, and its existence illustrates the red tape all importers face.
Estate Planning
The Succession Regulation can significantly impact Canadians with assets in, or other ties to, a participating EU member state.
By Margaret O’Sullivan |June 10, 2015
For a Canadian-controlled private corporation, the first $500,000 of active business income is generally taxed at low corporate tax rates.
June 9, 2015
Industry
This year’s tax filing deadline for self-employed clients is Monday, June 15.
By Staff |June 8, 2015
In Canada, trusts have long been considered a mainstay of sound estate planning.
By James Dolan |May 29, 2015
3 min read
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