News and resources for Canada's top financial advisors
Industry
This versatile vehicle turns 60 in 2017.
By Curtis Davis |September 30, 2016
4 min read
The options for dealing with excess TFSA amounts.
By Wilmot George |September 16, 2016
5 min read
Tax Strategies
What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?
By Frank Di Pietro |September 13, 2016
Tax News
Don’t let clients be lured by unscrupulous accountants
By Jamie Golombek |September 9, 2016
Don’t run afoul of CRA.
By Doug Carroll |September 9, 2016
Products
ETFs have unique taxation aspects when they’re held in non-registered accounts
By Carol Bezaire |August 10, 2016
July's draft legislation says the changes to corporate-class taxation won't come into force until Jan. 1, 2017.
By Michelle Connolly |August 8, 2016
It’s not always simple to determine a residence’s status for tax purposes
By Keith Masterman |July 12, 2016
Estate Planning
An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.
By Tim Brisibe |July 4, 2016
2 min read
How valuation works, and how to negotiate
By Doug Carroll |June 24, 2016
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