News and resources for Canada's top financial advisors
Estate Planning
A court decision in Nova Scotia has implications for estate planning
By Keith Masterman |August 19, 2019
4 min read
Tax News
CRA provides examples of how the gross business income test is applied
August 16, 2019
Planning and Advice
Identifying clients’ goals will clarify the choice
By Curtis Davis |August 12, 2019
How Finance’s draft legislation could impact clients
By Lea Koiv and William C. Kennedy |August 7, 2019
6 min read
The rules should go further to ensure wealthy Canadians don't benefit, a report says
By Staff |August 2, 2019
2 min read
The recommendation was part of the organization’s pre-budget submission
By Staff |August 1, 2019
1 min read
Advisors’ influence on family unity is growing
July 31, 2019
5 min read
The Liberals introduced draft legislative proposals on several measures from the 2019 budget
By Staff |July 30, 2019
The former rep was also a beneficiary of a client's estate and accepted her Air Miles
By Staff |July 24, 2019
The judge said the affected people have only a limited expectation of privacy in their banking information
By The Canadian Press |July 22, 2019
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