News and resources for Canada's top financial advisors
Tax News
The fiscal update said the feds plan to tax homeowners who use Canada to passively store wealth in housing
December 1, 2020
3 min read
Changes to take effect Jan. 1, 2021
By Melissa Shin |November 30, 2020
Industry
A proposal in the fall economic statement aims to provide a simplified claim process
By Rudy Mezzetta |November 30, 2020
2 min read
CCPCs and employers with annual gross revenues of $500 million or less will be excluded
By Mark Burgess |November 30, 2020
There are benefits and risks to owning property personally, through a trust or through a corporation
By Vivek Bansal |November 27, 2020
5 min read
Estate Planning
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
By Rebecca Hett |November 26, 2020
7 min read
Find out how much clients can contribute
By Rudy Mezzetta |November 20, 2020
Consider these options to avoid unexpected tax results
By Wilmot George |November 20, 2020
The Liberals shifted the marker this year, dropping the minimum for each senior by 25%
By The Canadian Press |November 19, 2020
Will the pandemic lead to higher future premiums?
By Doug Carroll |November 13, 2020
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