News and resources for Canada's top financial advisors
Tax News
Owning property jointly with a family member can mean the attribution rules apply
By Frank Di Pietro |June 22, 2017
4 min read
Updated for 2017
By Frank Di Pietro |June 12, 2017
6 min read
Find out how to help clients
By Lea Koiv |June 8, 2017
8 min read
See how you score on five questions
By Lea Koiv |June 1, 2017
1 min read
Most tax filers don't take advantage of the rules. Make sure your client isn't one of them
7 min read
Estate Planning
Estate trustees are fiduciaries
By Keith Masterman |May 30, 2017
5 min read
Industry
All incorporated small business owners eventually must decide how to pay themselves
By Curtis Davis |May 26, 2017
Answer common client questions about OAS reductions
By Jacqueline Power |May 25, 2017
Case demonstrates why to report on both sides of the border
By Jamie Golombek |May 19, 2017
3 min read
Market Insights
The advisor’s perspective
By Curtis Davis |May 19, 2017
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