News and resources for Canada's top financial advisors
Economic Indicators
Like the federal government's pledge to introduce income-splitting for couples with children under 18, the Conservative's promise to double the contribution room for TFSAs is also coming under criticism for mainly benefiting the wealthy.
By Staff |February 25, 2015
1 min read
Industry
Few Canadians have the money ready to contribute to the their RRSPs.
By Staff |February 24, 2015
Tax Strategies
Clients are beginning to receive their T4s, T5s, T3s and RRSP contribution slips in the mail, so tax filing will soon be top of mind.
By Frank Di Pietro |February 20, 2015
5 min read
During tax time, clients look to you to help them save money.
By Staff |February 20, 2015
Tax News
What to do with capital gains in testamentary trusts
February 20, 2015
3 min read
How not to overlook a payment
By Jessica Bruno |February 20, 2015
Planning and Advice
A recent case questions the rules
By Jamie Golombek |February 20, 2015
Here's how to defer tax if your client’s family trust is nearing this age.
By James and Deborah Kraft |February 20, 2015
4 min read
As you race toward the March 2nd RRSP deadline, your clients may tell you they prefer any extra cash go toward their mortgages.
February 19, 2015
2 min read
Estate Planning
Clients should state their views on physician-assisted suicide in their estate planning documents.
By Melissa Shin |February 18, 2015
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