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Week of June 19, 2021
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Industry News
Budget proposal will mean "big change" for CRA audits, lawyer says
A speaker at the 2021 STEP conference warns that CRA auditors could soon have greater authority to require individuals to answer questions
June 14, 2021

Jamie Golombek
Beware of TFSA schemes
A new CRA warning sheds light on a scheme that’s too good to be true
June 11, 2021

Industry News
Court overturns father’s decision to disinherit daughters
Adult twins who were disinherited by their dad have been granted 70% of his estate by a B.C. judge
June 15, 2021

Dealers’ Report Card
Dealers' Report Card 2021 main chart
How financial advisors rated their firms
June 14, 2021

Industry News
Why you could owe tax on a worthless TFSA
A quirk in the TFSA overcontribution waiver rules could lead to taxes owed on a zero-dollar account
June 16, 2021

Industry News
As housing prices soar, advisors are adjusting their strategies
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
June 14, 2021

Dealers’ Report Card
Dealers stand strong during a tumultuous time
June 14, 2021

From the Regulators
Regulators must avert looming irrelevance: IAP
June 11, 2021

Report Cards
Dealers’ Report Card 2021
The books of many advisors seemed to be under pressure this year, even as the mutual fund industry delivered headline growth
14 June 2021

Appointment Notices
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