News and resources for Canada's top financial advisors
Advisor's Edge
A recent court case illustrates the risks that come with longer lives
By Akua Carmichael |February 7, 2020
4 min read
Estate Planning
Be aware of the rules and considerations for a tax-deferred property transfer
By Rebecca Hett |February 6, 2020
2 min read
Tax News
And more Canadians hold RRSP accounts than in 2018
By Maddie Johnson |February 6, 2020
Find out the criteria for determining qualified farm property
By Rebecca Hett |January 31, 2020
5 min read
Avoid these pitfalls to access the lifetime capital gains exemption
By Rebecca Hett |January 30, 2020
3 min read
Living Benefits
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
By Doug Carroll |January 28, 2020
A high earner could benefit by claiming a tax credit for a spouse or child who earns little or nothing
By Jordan Press, The Canadian Press |January 28, 2020
Industry
Business group says overall quality of service lower and wait times longer than in previous survey
By David Paddon, The Canadian Press |January 8, 2020
The drop in the small business rate, effective Jan. 1, was proposed in the fall fiscal update
By Staff |January 6, 2020
1 min read
From an election-year budget to an advantages folio update, a look back on the year in tax news
By Staff |December 23, 2019
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.