News and resources for Canada's top financial advisors
Est. 1998
Ways to become their chosen candidate
November 20, 2018
3 min read
The last two steps of the process
October 9, 2018
4 min read
Consciously deciding to sustain family wealth for the long term is atypical
October 2, 2018
Tax & Estate
If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties
May 15, 2023
Interest deductibility may be at stake
June 18, 2021
The rules are restrictive and deductions require the employer’s support
June 2, 2020
2 min read
The amount has been falling in real terms
May 12, 2023
Clients are paying in but increases to benefits remain minimal for now
April 19, 2023
Three case studies to help clients choose when to begin their benefits
January 5, 2023
6 min read
Failure to report foreign-source income can result in high penalties
May 5, 2023
Help your client benefit from these important tools
August 12, 2022
These initiatives can help clients enter the housing market
March 31, 2022
Understand the potential benefits and pitfalls for your client
June 19, 2018
5 min read
How a change in client circumstances changes the answer.
February 3, 2017
ETFs have unique taxation aspects when they’re held in non-registered accounts
August 10, 2016
A case study explains the challenges
November 10, 2022
Addressing estate planning’s ignored middle child
September 23, 2022
Keeping it in the family and maintaining harmony
November 2, 2021
A strategy for business-owner clients to mitigate double taxation at death
May 9, 2019
What advisors should know
November 12, 2018
An expert explains the tax consequences—and how to avoid them
May 28, 2018
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
March 27, 2020
Legislation affects disclosures on trusts, real estate and corporations
September 16, 2019
Steps to limit tax in other jurisdictions
February 25, 2019
Advisors can help separating clients by maintaining emotional distance
December 4, 2018
Tips for managing expenses, mortgages and shared accounts
August 3, 2018
Tips for working with experts when family issues interfere with finances
May 3, 2018
Court decision serves as a warning about property distribution, executor renunciation
December 9, 2022
A sample scenario illustrates the savings
September 14, 2022
Help your client claim these non-refundable tax credits
March 23, 2022
The case involved a mail carrier who claimed he never received notices of reassessment
October 31, 2023
A Tax Court case led to a hefty tax bill
March 31, 2023
Federal Court case is the latest reminder of the costs
November 7, 2022
Projections are essential for planning but they rely on the quality of the variables used
August 4, 2021
This example highlights tax and planning considerations
January 30, 2018
What to consider regarding the use of LBTs
January 9, 2018
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