News and resources for Canada's top financial advisors
Canadian tax filers donated more in 2014 than in 2013, according to new data released by Statistics Canada. The number of donors across the country dipped by 1%, it adds, but “total donations rose 3.5% to $8.6 billion, with gains in every province and territory—except the Northwest Territories, where donations were 2.7% lower.” Read: How […]
By Staff |February 27, 2015
1 min read
A common question about pensions is, “Should you take your pension or opt for a lump sum, which can then be (partially) transferred into a locked-in retirement account?”
February 27, 2015
3 min read
Like the federal government's pledge to introduce income-splitting for couples with children under 18, the Conservative's promise to double the contribution room for TFSAs is also coming under criticism for mainly benefiting the wealthy.
By Staff |February 25, 2015
1 min read
Few Canadians have the money ready to contribute to the their RRSPs.
By Staff |February 24, 2015
1 min read
During tax time, clients look to you to help them save money.
By Staff |February 20, 2015
1 min read
What to do with capital gains in testamentary trusts
February 20, 2015
3 min read
How not to overlook a payment
By Jessica Bruno |February 20, 2015
3 min read
A recent case questions the rules
By Jamie Golombek |February 20, 2015
3 min read
Here's how to defer tax if your client’s family trust is nearing this age.
By James and Deborah Kraft |February 20, 2015
4 min read
As you race toward the March 2nd RRSP deadline, your clients may tell you they prefer any extra cash go toward their mortgages.
February 19, 2015
2 min read
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