News and resources for Canada's top financial advisors
Planning and Advice
I focus all my energy on what I can control and don’t stress about the rest.
By Mathieu Paradis |February 13, 2012
3 min read
Industry
The countdown is on for your clients to make an RRSP contribution for the 2011 tax year, but shaky markets and economic uncertainty have left many skittish about locking up their available cash.
By Staff |February 13, 2012
2 min read
Estate Planning
Much has been made of the trillion dollar wealth transfer expected to take place over the coming 20 years, as the accumulated assets of the massive boomer generation is handed down to their children. But the expectations of those heirs may be quite inflated, according to a survey by Investors Group.
By Staff |February 8, 2012
Tax News
With a federal budget on the horizon, and the low likelihood of any goodies, I started thinking about the Conservative party’s campaign promise to eventually double TFSA contribution room.
February 1, 2012
If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities
By Anne Brayley |February 1, 2012
5 min read
Make sure clients know the tax implications of overstaying
By Annie Boivin |February 1, 2012
From time to time, the issue of the dreaded clawback of the Guaranteed Income Supplement (GIS) or Old Age Security (OAS) benefits rears its ugly head in Tax Court when an irate—and often confused—taxpayer challenges the government’s decision to suddenly reduce his or her government benefits based on a one-time unusual income event the prior year.
By Jamie Golombek |February 1, 2012
The true cost of debt—to truly help clients understand, advisors need to factor in taxes
By Jason M. Pereira |February 1, 2012
4 min read
For at least a decade, there have been organizations and individuals who have promoted the natural person argument which suggests that natural persons are not subject to the Income Tax Act.
By Wilmot George |January 31, 2012
Your clients may think trusts are just for the rich or for those with complex affairs. But this is not the case. So, here are some tips on how to use them.
By Douglas Gray |January 30, 2012
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.