Investment Executive Special Alert

Tuesday November 02, 2021
Financial news you can use
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News
Client education key to TFSA compliance
Investors who make honest mistakes can receive harsh penalties from the CRA
November 1, 2021

News
Landmark transparency deadline looms for trustees
New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets
November 1, 2021

News
Liberals’ tax proposal tracker
Find out the status of the proposals and promises that matter to your clients
November 1, 2021

News
Year-end tax tips
Dec. 31 is a significant deadline for many tax strategies
November 1, 2021

News
High-income earners need specialized advice
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial
November 1, 2021

News
Manitoba hands over-65s the keys to their LIRAs
Only Saskatchewan takes a more liberal approach to locked-in accounts
November 1, 2021

Special Reports
Special Report on Taxes 2021
The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.
27 October 2021


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