News and resources for Canada's top financial advisors
Estate Planning
A couple asks for help with ambitious retirement goals.
April 17, 2013
6 min read
Tax News
Your client’s tax return can tell you a lot. It can tell you about support payments she’s making to her former spouse, what sports her kids play or what charities she supports.
By Jason Heath |April 15, 2013
2 min read
Economic Indicators
Proposed B.C. tax increases would negatively impact the province's co-operative banking sector.
By Staff |April 15, 2013
1 min read
Industry
Saving within the company can offer more benefits than RRSPs.
April 12, 2013
5 min read
Should you choose an RRSP or a TFSA for your unemployed client?
For many Canadians, tax season means a lump sum of money, but that doesn't mean they should spend at once.
By Staff |April 11, 2013
The Canada Revenue Agency (CRA) plans to have measures in place to combat international tax avoidance and evasion.
By Staff, with files from The Canadian Press |April 9, 2013
3 min read
The one million Americans who live in Canada may face additional tax and reporting considerations regardless of where they call home, or how little time they spend in the U.S.
By Staff |April 9, 2013
Life
When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.
April 9, 2013
Heather’s parents left her vacation properties at ski resorts in Utah and Switzerland. Should she keep them, or sell?
By Dean DiSpalatro |April 9, 2013
4 min read
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.