“Underused” strategy: Sale of life policy to corporation
- By: Perry Truster
- June 15, 2010 December 15, 2017
- 23:15
Combined company will have more than two million customers with more than 250 branches
Quebec retirees can receive up to 59% more in QPP under recent changes
Regulator has now accepted six credentials for "financial planner"
The claim is the third against the national financial advisors association in recent months
Filing is required only if directly requested by the Canada Revenue Agency
First oversight review finds SRO complying with recognition order
FINRA starts providing data on individual transactions
Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says