Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on five boutique tax credits eliminated in the 2017 federal budget.
Research found that advisors are far more likely to choose proprietary investment funds for their clients
Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.
Feds fall short of promoting sustained growth: IIAC
Changes to income sprinkling, passive investment income and the small business tax rate
More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension
Regulator alleges investment fund manager violated mutual fund sales practices rule
The toolkit provides firms and supervisors with ways to improve conduct and strengthen accountability