News and resources for Canada's top financial advisors
Estate Planning
If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.
By Melissa Shin |April 22, 2015
4 min read
Industry
While industry experts agree the move is a victory, it’s a small one at that. Find out why.
By Suzanne Sharma |April 22, 2015
Tax News
There’s a corresponding change to the Dividend Tax Credit and gross-up factor, but clients still stand to have an extra $10,000 in tax-advantaged investment capital if they plan properly.
Economic Indicators
More TFSA contribution room and smaller mandatory RRIF withdrawals were the big headlines coming out of yesterday’s federal budget.
By Staff |April 22, 2015
1 min read
Small businesses should cheer the 2015 Budget.
2 min read
Federal Finance Minister Joe Oliver reported a $1.4 billion surplus in a long-promised balanced and pre-election budget he delivered here Tuesday.
April 22, 2015
3 min read
Budget 2015 delivered lower tax rates for business owners, but it leaves a troubling issue unresolved.
By Melissa Shin |April 21, 2015
7 min read
Here’s text for a client letter covering some key points from this year’s Federal budget. We hope you find it useful for sparking client conversations. Dear [Client/Prospect name], As you know, Finance Minister Joe Oliver delivered his Federal budget on April 21 in Ottawa. While you’ve probably seen plenty of media coverage, I thought you […]
By Staff |April 21, 2015
Federal Finance Minister Joe Oliver reported a $1.4 billion surplus in a long-promised balanced and pre-election budget he delivered here Tuesday. Despite lower oil prices, the government projects that Ottawa will stay in the black for the next four years, with surpluses increasing to $1.7 billion next year and reaching $4.8 billion in 2019-2020. However, […]
April 21, 2015
Clients, especially those with high incomes, will benefit from the TFSA contribution limit rising to $10,000, announced in the federal budget.
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