News and resources for Canada's top financial advisors
Tax News
The comment period for Finance’s proposed tax changes for businesses is officially closed, and Finance Minister Bill Morneau says he’s open to making changes to the proposal. Read: Urgent: Talk to business clients ahead of income sprinkling measures While critics contend the proposal hurts middle-class business owners, it could also overturn decades of settled law. […]
By Staff |October 6, 2017
1 min read
Industry
At the National Institute on U.S.-Canadian Securities Litigation in Toronto this week, regulators and litigators discussed industry developments. Best interest standard at a standstill? Panellists expressed concern about the best interest standard’s regulatory uncertainty and unintended consequences for advisors and firms’ business models. For example, the OSC needs to clarify the difference between a best […]
By Michelle Schriver |October 5, 2017
3 min read
Understand the DTC and how to use it
By David Truong |October 5, 2017
4 min read
Consultations extend into 2018
By Melissa Shin |October 3, 2017
Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic
By Michelle Connolly |September 29, 2017
10 min read
Investors can breathe a sigh of relief, but there are still unanswered questions
By Melissa Shin |September 29, 2017
A proportional tax rate of 10.5% for all corporate earnings is what Ottawa should aim for, notes a report.
By Staff |September 28, 2017
2 min read
Any reasonable analysis must include a comparison between an incorporated professional and a career civil servant
By John Nicola and Elliott Levine |September 26, 2017
7 min read
These credits can help ease financial stress
By Doug Carroll |September 22, 2017
5 min read
How to help dependants, and other tips
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