News and resources for Canada's top financial advisors
Tax News
Second marriages, inheritances or sizeable retirement assets are a few of the many reasons why more Canadians are signing on the prenuptial dotted line
By Romana King |February 18, 2015
4 min read
Read this if you receive a government or foreign pension, or are withdrawing money from a retirement account.
By Jessica Bruno |February 13, 2015
3 min read
Industry
Leaked files have revealed HSBC’s Swiss banking arm has allegedly been helping clients dodge taxes.
By Staff |February 9, 2015
1 min read
Economic Indicators
TFSAs offer tax-free growth, while RRSPs offer tax-deferral and a present-day rebate. So where should clients who are keen to save put their money first?
By Staff |February 6, 2015
Estate Planning
There’s a thin line between maximizing tax efficiency and being offside with CRA.
By Dean DiSpalatro |February 6, 2015
5 min read
Review trusts, pensions and other assets for non-U.S. dual citizens
By Suzanne Yar Khan |February 6, 2015
7 min read
Market Insights
Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars
By Jessica Bruno |February 6, 2015
Advisor's Edge Report
Running afoul of tax rules could cost clients
By Melissa Shin |January 23, 2015
8 min read
Wealthy art collectors are opening private museums, sometimes down the road from their homes, to claim lucrative tax benefits.
By Staff |January 23, 2015
Limited partnerships are the best option
By David A. Altro |January 23, 2015
6 min read
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