Part 2: Disclosing costs and value of fees to clients
- By: Shawn Brayman
- June 10, 2009 December 15, 2017
- 15:08
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Inflation, higher interest rates add to the financial challenges
Some members thought bank should take its time; others were concerned about keeping interest rates high for too long
Determining how long the client was going to hold the asset is an important factor in the decision
The changes are expected to come in a separate piece of legislation
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
Undergrad's intimidation changed to interest with Women in Asset Management program