News and resources for Canada's top financial advisors
Industry
Help clients plan for the 2013 tax season despite Canada's crackdown on loopholes.
May 2, 2013
3 min read
Tax News
The principal residence exemption (PRE) creates a high degree of planning flexibility
By Jacqueline Power |May 2, 2013
4 min read
When the tax man lets you write off a significant other’s salary
By Jamie Golombek |May 1, 2013
Though it might be tempting to try and cut corners to save money on taxes, "don't do it," says one Florida-based man.
April 30, 2013
1 min read
Help your client take on the taxman.
By Christopher Mason |April 30, 2013
The IRS has released draft versions of two new tax forms that may apply to your clients.
By Staff |April 29, 2013
Not even President Barack Obama gets the most of his tax returns.
April 26, 2013
Estate Planning
Faceoff between brokerage and advisor’s estate heats up.
April 24, 2013
5 min read
Your client wants the highest, most consistent income stream possible.
By Francys Brown |April 24, 2013
Here are some tips and must-reads for you and your clients.
By Staff |April 23, 2013
2 min read
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