News and resources for Canada's top financial advisors
Tax News
The report comes after consultations for the Liberals' pre-election budget
By Staff |December 13, 2018
2 min read
Options for navigating withholding rules
By David A. Altro and Samantha Wu |December 12, 2018
5 min read
Tax Strategies
Overcontributions can result in more than a simple penalty tax
By Wilmot George |December 11, 2018
3 min read
EY highlights considerations clients might overlook
By Staff |December 10, 2018
Estate Planning
What advisors should know about sudden wealth syndrome
The much-anticipated guidelines clarify rules around copycat annuities
By Lea Koiv and Alexandra Macqueen |December 6, 2018
CPA Canada provides answers in a new report
By Staff |December 5, 2018
1 min read
Advisors can help separating clients by maintaining emotional distance
By Nathalie Boutet |December 4, 2018
A CFIB survey suggests there's plenty of work to be done
By Staff, with files from The Canadian Press |November 28, 2018
Advisor's Edge
Examining an alternative to trusts
By Margaret O’Sullivan |November 28, 2018
4 min read
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