News and resources for Canada's top financial advisors
Estate Planning
Factors to consider when setting aside funds for minors
By Rebecca Hett |December 9, 2021
5 min read
Tax News
Use this handy list of tax numbers as a quick reference
By Staff |December 8, 2021
2 min read
The odds are good, but the final answer won't come until November 2022
By Guillaume Poulin-Goyer |December 6, 2021
1 min read
A client scenario with a family cottage shows the importance of planning
By Vivek Bansal |December 3, 2021
4 min read
Tax Strategies
Completing the T1’s marital status isn’t always straightforward
By Wilmot George |November 30, 2021
3 min read
Complex relationships are increasing the risk of litigation
By Staff |November 29, 2021
Economic Indicators
Simplified tax reporting was one solution floated in a report by PwC
By Staff |November 26, 2021
This strategy can work well for wealthy clients with large TFSA balances
By Guillaume Poulin-Goyer |November 25, 2021
Whether earnings from crypto are considered business income or a capital gain depends on the holder’s behaviour
By Gail J. Cohen |November 25, 2021
Use these tips to make the most of a donation tax credit
By Jacqueline Power |November 23, 2021
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