News and resources for Canada's top financial advisors
Market Insights
Budget 2014 enhanced advantages of the Ecological Gifts Program
By Karen Cooper and Natasha van Bentum |September 12, 2014
3 min read
Estate Planning
Let’s consider three examples to see which is better
By Jacqueline Power |September 10, 2014
4 min read
Tax News
People who’ve haven't paid their taxes may be able to use CRA’s voluntary disclosure program.
By Phil Hogan |September 8, 2014
Help executors avoid these common errors.
By Elaine Blades |September 8, 2014
6 min read
Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where you live and what you invest in.
By Stella Gasparro |September 6, 2014
Economic Indicators
Uncounted in the monthly job numbers, unpaid, and tucked behind closed doors in neighbourhoods across the country, are 8.1 million informal caregivers.
By Staff |September 5, 2014
1 min read
Apparently taking that cliché about free lunches seriously, the IRS is telling Silicon Valley workers they have to pay tax on the high-quality meals they get for free at work.
Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.
By Stella Gasparro |September 5, 2014
Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.
By James Dolan |September 5, 2014
By Stella Gasparro |September 4, 2014
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.