Income taxes on estates and other testamentary trusts are likely to rise, creating situations that many clients may not have expected. But tax planning opportunities…
The federal government's most recent budget aims to eliminate the tax advantages of 10/8s and leveraged insurance contracts, as well as tax-efficient mutual funds that…
An increasing number of Americans living abroad, including those living in Canada, are choosing to give up their U.S. citizenship in order to escape the…
In this year's pre-budget submissions by members of the financial services industry, much of the focus is on group RRSPs and saving for long-term health-care…
Fund unitholders will get more time to wind up special contracts that convert investment income to capital gains
Interest on these loans, often used by affluent families to split income, recently doubled, although it remains low compared with most rates. These loans may…
Changes announced in the spring budget mean the tax gap between dividends and wages for small businesses will narrow
Tax specialists say the effort to encourage new donors will have limited application for most clients. The new "supercredit" applies only to those who have…
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside…
In line with a major initiative by the OECD, Canada is signalling a significant crackdown on "treaty shopping" by global companies. But experts note that…
Russ McEdwards, McEdwards & Whitwell Financial Planning Inc., explains that business owners often require both succession plans and consistent returns during higher volatility times. He…
Glen Gowland, chairman, Investment Funds Institute of Canada (IFIC), discusses industry consolidation due to rising regulatory costs, the impact of CRM 2 on access to…
Feds targetting a range of tax loopholes
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