News and resources for Canada's top financial advisors
Industry
Two experts are calling for the Conservative government to change TFSA rules.
By Staff |November 24, 2014
1 min read
A new study looks at the burden of taxes on NHL players.
By Staff |November 17, 2014
2 min read
Estate Planning
Make the most of the Ecological Gifts Program.
By Natasha van Bentum |November 17, 2014
6 min read
Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.
By Evelyn Juan |November 14, 2014
4 min read
Rules for donating art are strict, but the tax benefits can be beautiful
By Jessica Bruno |November 14, 2014
9 min read
Market Insights
Advisor Group’s Investment Insights research shows advisors embrace this development, but know they still have to fill knowledge gaps.
By Staff |November 14, 2014
Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).
By Dean DiSpalatro |November 14, 2014
Title: Wealth Advisor, Forrest-Wood Private Wealth Management, ScotiaMcLeod
By Kanupriya Vashisht |November 14, 2014
Planning and Advice
Your client just told you they declared bankruptcy. What will happen to their registered investment accounts?
By Ted Michalos |November 12, 2014
3 min read
New income-splitting rules might make some couples want to fudge their relationship statuses.
November 11, 2014
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