News and resources for Canada's top financial advisors
Tax News
Investors contribute throughout the year to registered accounts
By Investor Economics |July 1, 2012
1 min read
Estate Planning
There are differences between insuring a home and cottage.
By Suzanne Sharma |June 28, 2012
3 min read
Industry
While few things can tame the whims of the TSX, NYSE or Nasdaq, advisors have a great deal of control over how much tax their clients pay. It’s often said a dollar that doesn’t make it to the CRA is as good as a dollar earned.
By Staff |June 28, 2012
Whether it’s a co-ownership of a family cottage with a sibling, or of an urban rental property, the legal structure of the ownership agreement plays a key role in determining tax implications.
By Vikram Barhat |June 28, 2012
6 min read
Your client’s a successful woman who owns a thriving business, Her husband has little or nothing to do with it. Still, she wants to make him a shareholder. Why?
By David H. Shlagbaum |June 28, 2012
Those who have experienced life-threatening situations understand the appeal of life and critical illness insurance. But are those protections enough? “[Couples] need to consider having a mandate in case of incapacity. This is particularly important if you’re common-law spouses and thus not recognized by the civil code,” says Helene Marquis, regional director of Wealth Advisory Services, CIBC Private Investment Consultation.
By Martha Porado |June 28, 2012
As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.
By Melissa Shin |June 28, 2012
Wanda Morris’s father-in-law spent the last month of his life strapped into a chair.
By Melissa Shin |June 27, 2012
2 min read
Economic Indicators
The Internal Revenue Service has announced a plan to help U.S. citizens living overseas, including dual citizens, catch up with tax filing obligations.
By Melissa Shin |June 26, 2012
We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.
By Staff |June 22, 2012
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