Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help…
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure…
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the…
In their annual pre-budget submissions to the federal government, financial industry associations made suggestions about the proposed pooled registered pension plan scheme, streamlining financial regulations…
The politics of the most recent federal budget created a range of small credits, although greater complexity may result
Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in…
The institutions issuing tax slips often do the necessary conversions, but your clients may be left with the task
Two changes, intended to eliminate certain inconsistencies between the tax benefits of individual pension plans and other retirement vehicles, could make IPPs far less attractive
The federal government is looking for ways to end what many tax experts say is inappropriate use of employee profit-sharing plans to avoid payroll deductions…
Federal assistance for the care of the elderly by their family members comes in many forms. Planning for it is essential
The relatively new RDSP still is not widely used, but families that employ this registered program to shelter savings from taxes can reap significant benefits…
When disability strikes, there is much emotion to deal with and many tasks to perform. Advisors can help families and disabled individuals in this difficult…
For many Canadians, the tax-free savings account remains unfamiliar and not yet fully understood.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
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.
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