Liberal tax promise tracker, post–capital gains edition
A look at the status of major tax proposals from the Trudeau government
- By: Melissa Shin
- July 9, 2024 July 9, 2024
- 09:18
Latest news in Industry News
How should trusts flow out capital gains to beneficiaries in 2024?
Trusts must disclose pre- and post-June 25 gains or face negative tax consequences
- By: Rudy Mezzetta
- July 5, 2024 July 5, 2024
- 16:57
Tax advisors on high alert as revamped GAAR takes effect
The revised anti-avoidance rules represent a shift in the CRA’s approach
- By: Michael McKiernan
- July 4, 2024 July 4, 2024
- 08:15
Aging at home benefit, GIS boost among gov’t panel recommendations
The benefit could delay or prevent premature transfers to a long-term care setting, panel says
- By: Melissa Shin
- July 3, 2024 July 3, 2024
- 11:52
FHSA carryforward rules: everything you need to know
RRSPs and TFSAs have different rules, which can be confusing
- By: Rudy Mezzetta
- June 28, 2024 June 29, 2024
- 11:56
‘Stable’ financial state has been achieved, Advocis says
With cash flow stabilized, the national association for financial advisors is planning for recovery
- By: Michelle Schriver
- June 27, 2024 June 27, 2024
- 17:09
Legal action coming to recover Covid benefit overpayments: CRA
Actions may include taking payments from wages or bank accounts
- By: The Canadian Press
- June 27, 2024 June 27, 2024
- 14:10
Disability tax credit key to accessing range of benefits
Feds announce that adults with a valid DTC certificate can apply for new dental plan
- By: Rudy Mezzetta
- June 27, 2024 June 27, 2024
- 12:28
Manulife boosts key profit target at investor day in Hong Kong
Insurer has been working to shed assets with a low return on equity
- By: Ian Bickis, The Canadian Press
- June 25, 2024 June 25, 2024
- 15:41
Liberal government’s proposed capital gains tax changes come into effect
The measure proceeded despite significant pushback from business and physicians' groups
- By: Nojoud Al Mallees, Canadian Press
- June 25, 2024 June 25, 2024
- 15:33
How the National Bank deal could affect wealth management
Acquisition of Canadian Western Bank could also boost National Bank Independent Network
- By: Melissa Shin
- June 25, 2024 June 25, 2024
- 10:37
Macklem sounds alarm on low productivity growth
Making Canada a better place to invest is critical, BoC governor said
- By: The Canadian Press
- June 24, 2024 June 24, 2024
- 14:48
Millennials have most unused TFSA room: CRA
Canadians hold $524 billion in their TFSAs, according to new CRA data
- By: Rudy Mezzetta
- June 21, 2024 July 10, 2024
- 16:46
Revised AMT, intergenerational business transfer rules now law
Budget implementation bills C-59 and C-69 received royal assent late Thursday
- By: Rudy Mezzetta
- June 21, 2024 June 21, 2024
- 14:30
Guardian Capital to acquire Toronto investment manager
Acquisition to add over $1 billion to Guardian’s AUM
- By: Jonathan Got
- June 21, 2024 June 21, 2024
- 13:41
Fiera Capital buys its shares back from Desjardins
Transaction is valued at $53 million and follows an April announcement from Desjardins
- By: Frédéric Lacroix-Couture, La Presse Canadienne, IE Staff
- June 21, 2024 June 21, 2024
- 13:24
Fidelity launches advisor platform
Fidelity to target retiring advisors and transition books of business to in-house force
- By: Rudy Mezzetta
- June 20, 2024 June 20, 2024
- 17:00
Capital gains reserve more beneficial after inclusion rate hike
Clients may be able to use the $250,000 threshold over multiple years
- By: Rudy Mezzetta
- June 19, 2024 June 21, 2024
- 17:42
How total cost reporting will affect life agents
After receiving enhanced statements, clients may have questions, FSRA says
- By: Michelle Schriver
- June 19, 2024 June 19, 2024
- 15:02
Firms pledged to improve Black representation. They still have work to do
Four years after the BlackNorth Initiative launched its pledge, progress is mixed, but happening
- By: Melissa Shin
- June 18, 2024 July 7, 2024
- 14:00
VersaFi recognizes 20 financial leaders for advancing gender equity
Award winners are "striving to change the status quo" within their firms, finance sector
- By: IE Staff
- June 18, 2024 June 18, 2024
- 10:51
IRS wants to end tax loophole for the wealthy
The measure, which targets pass-through companies, could raise more than US$50 billion
- By: Josh Boak, Fatima Hussein, The Associated Press
- June 17, 2024 June 17, 2024
- 15:40
Latest designation from CIFP may allow life agents to use FA title
RLIS is pending approval under Ontario's title protection, the credentialing body says
- By: Michelle Schriver
- June 14, 2024 June 14, 2024
- 15:28
Complaints up, suspensions down for financial planners in 2023
FP Canada Standards Council released its annual enforcement activity
- By: IE Staff
- June 14, 2024 June 14, 2024
- 15:06
Harbourfront acquires Calgary portfolio management firm
CEO of Harbourfront Wealth Management says his firm prioritizes profitability over assets when choosing acquisitions
- By: Jonathan Got
- June 14, 2024 June 14, 2024
- 10:07