News and resources for Canada's top financial advisors
Estate Planning
The amount has been falling in real terms
By Lea Koiv |May 12, 2023
3 min read
Tax Strategies
Failure to report foreign-source income can result in high penalties
By Jacqueline Power |May 5, 2023
4 min read
Economic Indicators
Interest rates pushed debt charges up 40.7%
By The Canadian Press |April 28, 2023
1 min read
Tax News
Help clients realize a capital loss while maintaining market exposure
By Wilmot George |April 26, 2023
5 min read
Clients are paying in but increases to benefits remain minimal for now
By Lea Koiv |April 19, 2023
Advisor's Edge
Tax tips when tapping the Bank of Mom and Dad
By Curtis Davis |March 31, 2023
A Tax Court case led to a hefty tax bill
By Jamie Golombek |March 31, 2023
Transactions, including property flipping, require proper tax reporting
By Wilmot George |January 6, 2023
Planning and Advice
Three case studies to help clients choose when to begin their benefits
By Lea Koiv |January 5, 2023
6 min read
Court decision serves as a warning about property distribution, executor renunciation
By Keith Masterman |December 9, 2022
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.