Financial planning app launches behavioural feature to help with goals
Also in this tech roundup: Equisoft partners with Life Design Analysis
Also in this tech roundup: Equisoft partners with Life Design Analysis
A company could face 60% tax on unintentional payout of excess amounts from its capital dividend account
Finance’s qualified investments consultation asked for suggestions on how to promote Canadian investment
DBRS estimates $27 billion in capital needed to keep ratios at current levels
Joint tax committee will ask Finance to change the existing legislation
Federal government passed new rules and incentives for EOTs in June
Agency received more than 52,000 bare trust returns for 2023, despite issuing last-minute filing exemption
A look at the status of major tax proposals from the Trudeau government
Trusts must disclose pre- and post-June 25 gains or face negative tax consequences
The revised anti-avoidance rules represent a shift in the CRA’s approach
The benefit could delay or prevent premature transfers to a long-term care setting, panel says
RRSPs and TFSAs have different rules, which can be confusing
With cash flow stabilized, the national association for financial advisors is planning for recovery
Actions may include taking payments from wages or bank accounts
Feds announce that adults with a valid DTC certificate can apply for new dental plan
Insurer has been working to shed assets with a low return on equity
The measure proceeded despite significant pushback from business and physicians' groups
Acquisition of Canadian Western Bank could also boost National Bank Independent Network
Making Canada a better place to invest is critical, BoC governor said
Canadians hold $524 billion in their TFSAs, according to new CRA data
Budget implementation bills C-59 and C-69 received royal assent late Thursday
Acquisition to add over $1 billion to Guardian’s AUM
Transaction is valued at $53 million and follows an April announcement from Desjardins
Fidelity to target retiring advisors and transition books of business to in-house force
Clients may be able to use the $250,000 threshold over multiple years