News and resources for Canada's top financial advisors
Estate Planning
Planning helps reduce the negative impacts
By Funda Dilaver |January 7, 2021
6 min read
Tax News
There's a lot of tax news to review heading into a new year
By Staff |December 24, 2020
1 min read
For privacy reasons, the public registry does not include sole proprietors
By The Canadian Press |December 21, 2020
The new rules will reduce the regulatory burden on plans
By Lea Koiv and William C. Kennedy |December 17, 2020
4 min read
The CRA has sent more than 441,000 letters asking CERB recipients to verify they met eligibility rules
By The Canadian Press |December 15, 2020
3 min read
Consider Covid-19 benefits, tax-loss selling and more
By Michelle Schriver |December 15, 2020
There's a temporary flat-rate method for up to $400, and a simplified "detailed" method with a new Form T2200S
By Rudy Mezzetta |December 15, 2020
2 min read
Help your client avoid these pitfalls
By Keith Masterman |December 10, 2020
5 min read
From capital gains to wealth taxes, Jamie Golombek breaks down the Liberals' options
By Mark Burgess |December 8, 2020
If clients need their trades to settle in 2020, make sure they know their last chance to sell
By Staff |December 7, 2020
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