News and resources for Canada's top financial advisors
Industry
Almost 60% of Canadians plan to make it a priority to donate to charitable causes in 2016, finds a BMO Wealth Management report. Other priorities include becoming healthier, spending more time with family and friends, and improving their overall financial situation by spending less, saving more and paying off debt. When thinking about which charities […]
By Staff |January 5, 2016
2 min read
In 2015, two things happened to make advisors ponder what RRIF income strategy is best for clients.
By Michelle Connolly |January 5, 2016
5 min read
Tax News
This week, CRA announced changes meant to make taxes simpler to prepare.
By Staff |December 23, 2015
U.S. clients in Canada have a bit of extra time to get their taxes in order next year. But what are their chances of being audited?
December 22, 2015
1 min read
In 2015, Advisor to Client continued to grow to meet your needs and help you serve your clients.
By Staff |December 22, 2015
4 min read
It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.
By Staff |December 21, 2015
There was a lot of action on the tax front this year, and we’ve kept tabs on the government’s every move. Here are the biggest stories.
The end of the calendar year brings with it many to-dos. But one thing you don’t want to leave until the new year is tax planning. Remember these five tips to save tax.
3 min read
Your clients with U.S. citizenship will need to be more vigilant about filing U.S. taxes.
By Staff |December 16, 2015
As the calendar year comes to a close, help clients save tax by passing on these tips.
By Melissa Shin |December 16, 2015
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