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…
The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be…
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,…
David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value.…
Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and…
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He…
In part two of a six-part series on targeted regulatory reforms, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”
Research found that there's lots of room for advisors to grow their business among high net-worth consumers
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
Financial planners need to be aware of the psychological, sociological and emotional implications of retiring and when helping clients prepare for this phase of their…
Financial planners need to be aware of and emphasize the use of a variety of investment products to help clients diversify their investments and meet…
In part three of a fixed-income roundtable, the managers explain why they are positioning their portfolios conservatively
The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition
In part one of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
Some money managers are upping their exposure to Latin America, believing the worst is over and stock prices have strong upside potential
With the fastest-growing major economy in the world, a young population and an efficient new tax regime, India holds much potential for investors