Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…
While the Harper government was a strong proponent of tax credits, many experts suggest that these credits cost Canada more than they are worth because…
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax…
While tax exemptions that apply to some permanent life insurance policies will be tightened up next year, advisors insist insurance will remain a valuable tax-planning…
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies…
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect…
The pursuit of tax evaders and avoiders is ramping up around the world. Canada has several new measures and programs to track offshore accounts, including…
Three of the Atlantic provinces, hobbled by debt and population losses, resorted to tax hikes in their latest budgets
Clients can designate three main types of beneficiaries for their TFSAs: a successor holder a named beneficiary or an estate. Each type is subject to…
Hillary Clinton and Donald Trump have completely divergent proposals on how to deal with U.S. estate taxes. Here's what to keep in mind for your…
The Internal Revenue Service now extends its reach to Canadian mutual funds held by American citizens who live in Canada. Know the rules so you…
The 2016 tax-filing deadline may seem far off, but filing an annual income tax return is a task your clients should be mulling over during…
In part three of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
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