News and resources for Canada's top financial advisors
Industry
Mackenzie Financial Corporation plans to alter three of its fixed income corporate class funds.
By Staff |September 29, 2014
2 min read
The IRS has issued a fraud alert for international financial institutions complying FATCA. Scam artists posing as the IRS have fraudulently solicited financial institutions seeking account holder identity and financial account information.
By Staff |September 25, 2014
The fund can no longer rely on character conversion transactions to provide investors exposure to money market investments.
By Staff |September 19, 2014
1 min read
Tax News
If you’re house hunting, or recently you've snagged your dream home, you should take advantage of these helpful programs from CRA.
By Staff |September 18, 2014
A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company shareholders.
By Francois Bernier |September 16, 2014
CRA has announced the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts the CRA owes to individuals and corporations. These rates will be in effect from October 1, 2014 to December 31, 2014.
By Staff |September 12, 2014
Economic Indicators
Clients could face severe tax penalties if they’re not careful
By Jamie Golombek |September 12, 2014
3 min read
Estate Planning
Despite proposed tax-rate changes, they’re still effective
By Margaret O’Sullivan |September 12, 2014
Ensure clients proceed with caution
By James and Deborah Kraft |September 12, 2014
4 min read
Planning and Advice
How to declare crowdfunding income
By Jessica Bruno |September 12, 2014
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.