Tax

Federal Budget 2013: Closing Loopholes

Finance Minister Jim Flaherty delivered his eighth, and some say final, federal Budget on Thursday in Ottawa. 2013’s budget takes aim at deficit reduction, and shuts down some key tax advantages in an effort to generate revenue for Ottawa. Advisor.ca’s coverage includes a look at how the budget impacts advisors, the investments industry, seniors, small […]

By Staff |March 21, 2013

1 min read

Party’s over for tax-advantaged investing

If you’re investing primarily for the tax benefits, stop.

By Melissa Shin |March 21, 2013

5 min read

Ask questions before opening TFSAs

Clients who overcontribute to TFSAs may pin the blame for that error on you.

By Melissa Shin |March 21, 2013

2 min read

8 ways clients can manage finances

Invest, spend, and provide wisely once a business is sold

By James Dolan |March 20, 2013

3 min read