News and resources for Canada's top financial advisors
Tax News
Make the most of your client’s income
By Jessica Bruno |May 16, 2014
4 min read
Industry
The famous 4% rule won’t work for many clients
By Jim Otar |May 16, 2014
5 min read
How about a RRIF transfer credit?
May 16, 2014
3 min read
Follow these tips to deduct business expenses
By Jamie Golombek |May 16, 2014
Market Insights
Estimate the hidden tax drag on U.S. and international equity index funds and ETFs
By Justin Bender and Dan Bortolotti |May 16, 2014
6 min read
If you have clients who own Greek bonds (government or corporate), they may have immediate tax-filing concerns.
By Staff |May 15, 2014
1 min read
How to come clean with CRA for past tax indiscretions.
By James and Deborah Kraft |May 13, 2014
Estate Planning
If your client doesn’t pay attention, she could be held legally liable if something goes amiss.
By Suzanne Sharma |May 9, 2014
2 min read
Corinne is 50 and has finally paid off her mortgage. She and her wife Sandra both work in hospitality, and are looking for a new challenge. Their home’s on the shores of Lake Ontario and they plan to transform it into a bed and breakfast. They decide to buy a bungalow further inland to live in. The B&B property is in Corinne’s name.
By Evelyn Juan |May 9, 2014
Fewer Canadians are donating to charity. Statistics Canada reports donations fell nearly 2% to $8.3 billion in 2012. What’s worse, the number of people giving slipped 1.4% to 5.6 million.
By David Wm. Brown |May 9, 2014
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