News and resources for Canada's top financial advisors
Estate Planning
Ontario raised preferential share to $350,000 as of March 1
By Rudy Mezzetta |March 8, 2021
2 min read
Use these tips for discussions and decision-making
By Jacqueline Power |March 2, 2021
3 min read
Tax News
Relief hasn't been extended to late-filing penalties where there’s an unpaid tax liability
By Rudy Mezzetta |February 22, 2021
The pre-budget report also recommends reforming the registered disability savings plan
By Rudy Mezzetta |February 18, 2021
The change takes effect April 1
By Rudy Mezzetta and Melissa Shin |February 12, 2021
Advisor's Edge
Regularly providing information to beneficiaries — and keeping records — will go a long way
By Rudy Mezzetta |February 5, 2021
Take these steps to help clients manage tax on pandemic benefits
By Curtis Davis |February 5, 2021
Which method is best for your clients?
By Jamie Golombek |February 5, 2021
4 min read
Here’s what your clients need to know for the 2020 tax year
By Rebecca Hett |February 4, 2021
The decumulation game requires a dynamic strategy
By Doug Carroll |January 22, 2021
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