Ottawa proposes broadening scope of amateur athlete trusts
More athletes to benefit from tax deferral
- By: IE Staff
- January 4, 2009 October 31, 2019
- 15:10
Latest news in Financial Planning
Ottawa extends deadline for RDSP contributions
Canadians have until March 2 to make contributions for the 2008 tax year
- By: Megan Harman
- December 23, 2008 October 31, 2019
- 11:45
Retirement and pension fund payments jump 7% as boomers age
Household spending rose 3% in 2007: StatsCan
- By: Megan Harman
- December 22, 2008 October 31, 2019
- 11:40
IA Clarington launches early account set-up for TFSAs
IA Clarington Investments Inc. is accepting applications for its Tax-Free Savings Account (TFSA), the company announced Monday.Early account set-up is being offered to allow investors…
- By: IE Staff
- December 22, 2008 October 31, 2019
- 10:40
TFSA unlikely to reduce RRSP contributions: survey
Just over half of Canadians have not heard about the TFSA
- By: IE Staff
- December 17, 2008 October 31, 2019
- 08:50
Canadian women unprepared for economic downturn: survey
Few women seek professional advice on their finances
- By: Megan Harman
- December 16, 2008 October 31, 2019
- 13:25
Household net worth drops as stock prices tumble: StatsCan
Net foreign debt falls, led by Canadian direct investment abroad
- By: IE Staff
- December 16, 2008 October 31, 2019
- 09:10
Ottawa to proceed with cuts to RRIF withdrawals
Taxpayers won’t face penalties if proposed change isn’t passed, CRA says
- By: IE Staff
- December 12, 2008 October 31, 2019
- 15:25
Plan ahead to maximize charitable giving while reducing taxes: report
Deadline for making charitable donations eligible for tax credits is Dec. 31
- By: Megan Harman
- December 12, 2008 October 31, 2019
- 13:45
New pension standards mean less money for DB plan members
Critics divided over change to discount rate
- By: Megan Harman
- December 11, 2008 October 31, 2019
- 10:55
Trusteed pension plan assets post flat growth in second quarter
Benefits paid to retirees exceed contributions made by employers and employees for fourth straight quarter
- By: IE Staff
- December 11, 2008 October 31, 2019
- 09:35
Germany, Canada and Spain the best locations globally for expats: report
Canada is the most welcoming country
- By: IE Staff
- December 10, 2008 October 31, 2019
- 11:40
Advisors encouraged to help clients with tax savings
12 strategies to discuss with clients
- By: IE Staff
- December 9, 2008 October 31, 2019
- 14:05
Taxpayers not getting the message on gifting schemes: CRA
Agency has denied over $2.5 billion in tax shelter gifting donations
- By: IE Staff
- December 7, 2008 October 31, 2019
- 12:15
Advisors can help individuals leave a legacy in a meaningful manner
Family still first in line for inheritance: survey
- By: Megan Harman
- December 4, 2008 October 31, 2019
- 13:20
Planners can help with divorce, but beware the landmines
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
- By: Maureen Halushak
- December 2, 2008 October 31, 2019
- 14:40
FPSC unveils changes to CFP certification program
Two-staged process will replace single six-hour CFP exam
- By: Megan Harman
- December 2, 2008 October 31, 2019
- 11:25
December the best time to evaluate tax breaks for clients
Advisors can help clients explore registered savings options, tax-loss selling
- By: Megan Harman
- December 2, 2008 October 31, 2019
- 11:00
B.C. residents most likely to open a TFSA, Atlantic Canadians the least likely: survey
38% of Canadians say they will hold equity-driven investments in TFSAs
- By: IE Staff
- November 25, 2008 October 31, 2019
- 10:40
Almost half of Canadians not aware of TFSAs, poll finds
Nearly half of Canadians are unaware of the new Tax-Free Savings Account, a TD Canada Trust survey has found. In a poll of more than…
- By: Megan Harman
- November 24, 2008 October 31, 2019
- 10:50
Many Canadians over 40 willing to delay retirement: survey
Downturn leads Canadians to rethink retirement goals
- By: Megan Harman
- November 20, 2008 October 31, 2019
- 10:45
New Web tool lets Canadians gauge their financial health
Financial Health Score can be measured against the scores of other Canadian investors
- By: Megan Harman
- November 17, 2008 October 31, 2019
- 14:20
Top personal income tax rates falling around the world: survey
Canada’s tax burden in the middle of the pack for high-income individuals
- By: IE Staff
- November 17, 2008 October 31, 2019
- 08:35
Economic slump won’t deter Canadians from donating to charities
Eight in 10 will maintain or increase charitable giving this holiday season: poll
- By: IE Staff
- November 17, 2008 October 31, 2019
- 08:25
Invesco Trimark cleared to support tax and estate planning events
Fund manager granted an exemption to pay dealer direct costs
- By: James Langton
- November 16, 2008 October 31, 2019
- 14:45