The federal government is curbing the use of testamentary trusts as tax-saving vehicles for affluent families. However, there still are many uses for these trusts.…
Those who fail to comply with CRM2 could face discipline
There are various federal tax credits and deductions available for clients who are raising families
With many financial products not subject to CRM2, some experts say the new rules may be extended
The tax treatment of a settlement involving investment losses depends on whether the payment replaces ordinary income, covers personal injury or is considered a windfall
Sort out the difference between Fund Facts and CRM2
Although half of the provinces in Canada made no changes to their taxation regimes, the other half took a different approach by either increasing or…
Everyone, from client-facing advisors to ceos, needs to get the necessary training to be ready for CRM2
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe…
Organizational change isn't easy. But CRM2, in particular, requires an approach that is seamless
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with…
The new rules require a lot of number crunching and record-keeping. A variety of digital tools are now available
The IIAC, IFIC, CLHIA and PMAC are recommending that the federal government make important changes in next year's federal budget. Most suggestions are focused on…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds