News and resources for Canada's top financial advisors
Tax News
Details of how to request the reimbursement have been released
By The Canadian Press |May 27, 2021
1 min read
Breaking down estate tax and capital gains for cross-border clients
By David A. Altro |May 26, 2021
4 min read
The proposed 15% is a floor, with further discussions encouraged to push the rate higher
By The Associated Press |May 21, 2021
The Treasury Department issued a report Thursday that outlines proposals for new measures
The 2021 budget proposed new measures and funding to deal with tax evasion
By Mark Burgess |May 18, 2021
2 min read
Qualification is a gateway to additional tax savings
By Rebecca Hett |May 14, 2021
5 min read
Planning and Advice
A panoramic view of the next 75 years
By Jim Otar |May 14, 2021
9 min read
Estate Planning
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
By Tim Brisibe |May 11, 2021
3 min read
Advisor's Edge
New rules may allow more executors without a legal background to apply for probate
By Rudy Mezzetta |May 11, 2021
Knowing the answer can help maximize your client’s wealth
By Curtis Davis |May 11, 2021
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