News and resources for Canada's top financial advisors
Industry
Canadians only have about a month to take advantage of year-end tax savings. “There are a number of easy ways for Canadians to reduce taxes that they might otherwise owe, but in many cases you need to act before December 31,” says CIBC’s tax and estate planning expert, Jamie Golombek. Read: TFSA contribution limit increased […]
By Staff |November 30, 2012
2 min read
Estate Planning
The recession prompted many Boomer entrepreneurs to delay retirement, with most holding onto their businesses until they regain pre-downturn values.
1 min read
The Canada Revenue Agency is increasing its efforts to audit and prosecute promoters of tax evasion schemes.
By Staff |November 28, 2012
Planning and Advice
Leveraging, or borrowing to invest, can be a very effective strategy.
November 26, 2012
6 min read
Canadians will be able to save more in their TFSAs starting in 2013
By Staff |November 26, 2012
An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of the insured
By Mike George |November 26, 2012
5 min read
U.S. Business owners and investors are scrambling to shield themselves from potentially higher taxes next year, reports The New York Times.
By Staff |November 19, 2012
Tax News
You won’t get away with it, so fess up and clear the air
By Joyce Taylor |November 16, 2012
4 min read
Economic Indicators
BMO Harris Private Banking has released the findings of its Second Annual Philanthropy Report, which found that the number of Canadians giving to charitable causes – and the amount they are giving – is rising.
By Staff |November 15, 2012
Registered accounts aren’t for everyone
By Jamie Golombek |November 13, 2012
3 min read
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