News and resources for Canada's top financial advisors
Advisor's Edge
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
By Margaret O’Sullivan |March 27, 2020
3 min read
A Tax Court case shows what can happen to unsupported claims
By Jamie Golombek |March 27, 2020
What is a no-contest clause, and what do executors need to know?
By James Dolan |March 27, 2020
4 min read
Tax News
Pre-existing situations will be assessed case by case
By James Langton |March 20, 2020
1 min read
Here's a breakdown of the benefit programs and help for small businesses
By Jordan Press, The Canadian Press |March 19, 2020
Finance Minister Bill Morneau said the minimum withdrawal rate will be 25% lower for 2020
By Greg Dalgetty |March 18, 2020
2 min read
The unprecedented package includes a beefed-up Canada Child Benefit, GST tax credits, a wage subsidy and emergency EI benefits
By The Canadian Press |March 18, 2020
The ruling has implications for tax treatment
By James Langton |March 13, 2020
The CRA details the benefits, credits and expenses that your senior client may be eligible for
By Staff |March 11, 2020
Estate Planning
The Registered Disability Savings Plan requires proper planning
By Jacqueline Power |March 3, 2020
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