News and resources for Canada's top financial advisors
Estate Planning
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
5 min read
Tax News
There’s an easier way to get info from the agency
By Jamie Golombek |April 21, 2017
3 min read
Planning and Advice
Traps to avoid
By Curtis Davis |April 21, 2017
Haven’t filed all your required U.S. tax paperwork? If you’re really unlucky, you might get sued.
By Max Reed |March 29, 2017
4 min read
How MERs versus direct fees are treated
By Doug Carroll |March 24, 2017
6 min read
Make sure clients’ retirement funds are taxed properly
By Jamie Golombek |March 24, 2017
Tax Strategies
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 17, 2017
1 min read
What to do when clients gain or lose after converting foreign currency.
By Michelle Connolly |March 7, 2017
Beneficiaries could be hit with unexpected income inclusions
By Jamie Golombek |February 24, 2017
One year later, here's a deep dive
By Curtis Davis |February 24, 2017
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