News and resources for Canada's top financial advisors
Industry
Balance sheet leverage provides earnings torque
By Al and Mark Rosen |June 18, 2013
6 min read
Tax News
CRA is looking for investors who improperly claim capital gains
By Jamie Golombek |June 18, 2013
3 min read
Your client gets a letter from the CRA telling her she owes $100,000 in back taxes. How do you help?
By Christopher Mason |June 18, 2013
Estate Planning
The last thing clients want to think about are funerals.
June 17, 2013
1 min read
Planning and Advice
Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.
By Suzanne Sharma |June 17, 2013
2 min read
The roles and responsibilities of trustees.
By Elaine Blades |June 14, 2013
7 min read
The Canada Revenue Agency (CRA) today announced the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts the CRA owes to individuals and corporations.
By Staff |June 13, 2013
Do your clients have ties to the U.S.? If you don't know, find out -- quickly.
By Melissa Shin |June 13, 2013
Historically, Young people have bought houses after getting married. These days, though, many newlyweds have no choice but to rent in expensive cities, while affluent singles are buying larger homes in suburbs and exurbs.
By Caroline Hanna |June 13, 2013
People aren’t as averse to paying taxes as they once were. “Twenty years ago both the government and the public as a whole took the attitude that aggressive tax avoidance was fine if it passed muster legally,” David Harvey, chief executive of STEP Worldwide told Advisor.ca during the association’s Toronto conference.
By Dean DiSpalatro |June 12, 2013
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