News and resources for Canada's top financial advisors
Tax News
The additional guidance reduces the risk of purchasing a non-compliant annuity
By Lea Koiv |August 4, 2020
4 min read
Consider these tax-efficient options
By Vivek Bansal |July 31, 2020
The Canada Emergency Response Benefit could result in taxes owing
By The Canadian Press |July 30, 2020
3 min read
The agency will not charge penalties and interest if payments are made by the new deadline
By Rudy Mezzetta |July 27, 2020
2 min read
Estate Planning
Find out if your client is still eligible for the PRE
By Wilmot George |July 22, 2020
If the proposals are enacted, eligible Canadians would receive the payment automatically
By Rudy Mezzetta |July 20, 2020
Market Insights
Don’t underestimate the behavioural element
By Jim Otar |July 16, 2020
5 min read
The man used fraud to avoid payment
By Staff |July 8, 2020
Almost 14,000 families would pay the tax on financial assets over $20 million
By Mark Burgess |July 8, 2020
The pandemic provides an opportunity for client discussion
By Michelle Schriver |July 6, 2020
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