News and resources for Canada's top financial advisors
Est. 1998
Michael is a freelance legal affairs reporter who has been covering law and business since 2010.
Regulation
The new requirements could surprise small businesses that aren't used to making these types of disclosures
By Michael McKiernan |January 23, 2024
1 min read
Tax News
Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty
By Michael McKiernan |December 8, 2023
New regime requires every advisor involved in a reportable or notifiable transaction to make their own disclosure to the CRA
By Michael McKiernan |November 30, 2023
Tax advisors still on shaky ground as five sets of transactions are confirmed
By Michael McKiernan |November 8, 2023
Life
The complexity of such an arrangement necessitates cooperation between financial advisors and accountants, experts say
By Michael McKiernan |October 4, 2023
The Federation of Law Societies of Canada argued that the new regime violates the Charter of Rights and Freedoms
By Michael McKiernan |September 15, 2023
Tax lawyers express concerns about overreach as Ottawa proposes to revamp the general anti-avoidance rule
By Michael McKiernan |September 12, 2023
The 90-day deadline for the first mandatory disclosures under the new law is Sept. 20
By Michael McKiernan |September 11, 2023
Bill C-42 would bring public access to private corporations’ beneficial ownership info
By Michael McKiernan |August 2, 2023
Products
Managers face risks from destructive wildfire season
By Michael McKiernan |July 14, 2023
Advisors will need to consider whether to report transactions even if they're not required to
By Michael McKiernan |July 12, 2023
Financial advisors may need to report more things to the Canada Revenue Agency
By Michael McKiernan |June 23, 2023
Estate Planning
B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
By Michael McKiernan |March 14, 2023
Market Insights
The pros and cons of the major products available to clients
By Michael McKiernan |February 1, 2023
Industry
Canada's big banks said they're still focused on net-zero commitments
By Michael McKiernan |December 6, 2022
The government is delaying implementation of rules that could affect advisors whose clients use aggressive tax planning
By Michael McKiernan |November 8, 2022
Advisor's Edge
Retirement doesn’t look the same as it did 20 years ago. Plans shouldn’t, either.
By Michael McKiernan |November 7, 2022
Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods
By Michael McKiernan |October 13, 2022
Planning and Advice
Valuations for property division are tied to the date of separation, rather than the date a divorce is granted
By Michael McKiernan |September 28, 2022
Family lawyers say the pandemic manifested more in the intensity of matters than in the volume of cases
By Michael McKiernan |September 16, 2022
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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