News and resources for Canada's top financial advisors
Tax News
Taxes usually aren’t top of mind when clients buy a recreational property, even though they should be. Here are three ways to share as little as possible with the CRA.
By Yens Pedersen |May 27, 2013
2 min read
Estate Planning
Recent and coming changes to national and provincial estate legislation
By James Dolan |May 24, 2013
6 min read
Retired clients are considered risk-averse, but there are always exceptions.
May 23, 2013
1 min read
Industry
At James Harrison’s introductory press conference for the Cincinnati Bengals, the NFL linebacker revealed that he spends around $500,000 yearly on his body, reports Tony Nitti for Forbes.
By Staff |May 23, 2013
The resignation, removal and substitution of trustees.
By Paul W. Taylor |May 22, 2013
4 min read
More taxpayers are choosing to electronically file their income tax returns, says the IRS. So far in 2013, more than 43 million people have self-prepared and e-filed their tax returns from home, an increase of more than 4% compared to the prior year. Read: IRS in hot seat for targeting conservative groups Through May 10, […]
By Staff |May 21, 2013
Market Insights
Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.
By Caroline Hanna |May 21, 2013
3 min read
Economic Indicators
Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.
By Staff |May 17, 2013
NPOs offer a new solution to an old problem with recreational property.
By Lorne Saltman |May 17, 2013
The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.
By Doug Watt |May 17, 2013
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