TFSAs misunderstood
Many of your clients may not comprehend the rules of the account
Many of your clients may not comprehend the rules of the account
Evolving corporate-governance standards for the selection of directors are the focus of new proposals
Manulife Asset Management Canada, the investment arm of Toronto-based Manulife Financial Corp., has named Jacqui Allard as its new president.
The new president of Brandes has been travelling across the country and supporting advisors during these volatile times
Education firm launches several initiatives to clarify designations, revamp courses and help participants map out their careers
New study also reveals there is a gender divide, as wives often are not as knowledgeable as their husbands about their retirement finances
A recent Tax Court ruling suggests that the attribution rules may have narrower application than previously thought
Many baby boomers who take care of their children and aging parents say they are affected by the issues relating to eldercare
The elimination of the bank’s DB pension plan follows a trend seen in most of corporate Canada over the past few years
The Canadian division of Edward Jones will have a new leader in January 2012, when Gary Reamey, principal and head of the division, relinquishes the…
The introduction of a new wrinkle in the way guaranteed investment certificates are sold could have an impact on the businesses of traditional deposit brokers…
Canadian and international executives are concentrating on growth and M&As in the year ahead
McLean Budden to become a wholly-owned subsidiary of MFS Investment Strategies, insurer’s global wealth-management arm
The acquisition of AXA Life Insurance from Intact will strengthen SSQ’s position as a player in insurance, investment and retirement products
Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn
Toronto-based Manulife Financial Corp.'s CoverMe.com client-oriented website has been awarded the 2011 International Business Award for Best Insurance Website by Stevie Awards Inc., an international…
Although investor advocates support the CSA’s latest proposals on a fair-dealing model, industry groups are critical
A review from Navi-gator Co. found OBSI compares favourably with similar dispute-resolution services in other countries
The outlook for the western-only, mostly business bank is positive, with branches and retail lending continuing to increase
Americans living in Canada who are thinking about renouncing their U.S. citizenship should make sure they understand fully the consequences of making that decision, cross-border…
For now, at least, the proposed merger of the securities industry’s self-regulatory organizations appears to be off.
With fund facts disclosure forms now officially available to investors, regulators are letting some companies get a head start on the second stage of the…
One million residents may have U.S. tax-filing responsibilities
After the notorious stock market crash in 1987, known as Black Monday, regulators introduced marketwide circuit breakers in an effort to prevent a repeat of…
Best. summer. ever. seriously, if every summer in Winnipeg was like this, we would have a gigantic overpopulation problem.
Can François Legault turn his current popularity into political success in the next provincial election?
The technocrats are at it again. Experienced people of high standing and nominally conservative bent are annoyed at the messiness of free markets. They want…
Contrary to assumptions put forward in your October 2011 editorial, banks in Canada remain world leaders in risk management
A securities regulator eager to prove its investor-protection bona fides could hardly ask for a better opportunity
The evidence is overwhelming that the more education an individual has, the higher his or her income is likely to be
This predictor is rising steeply, which is typically indicative of growth; however, the markets say recession is on the way
Utilities, telecoms and income trusts should be among the top gainers if the market rises, and the smallest losers should the market fall
The covered combination is an enhanced dollar-cost averaging strategy in which clients invest at periodic intervals
TransCanada and Enbridge are held in good stead because they transport oil and/or natural gas from Western Canada to the East and to the U.S.
Stocks can only be considered cheap relative to the last 20 years
Toronto-based Sun Life Global Investments (Canada) Inc. has launched three new funds: Sun Life Beutel Goodman Bond Fund, Sun Life McLean Budden Monthly Income Fund…
Annuities are useful in addressing a longer than anticipated life
Utility stocks just might fit the bill
Stephen Palmer is hoping his investment skills, which have produced red-hot returns for one of Canada’s leading hedge funds, can do the same for mutual…
Although bullion prices are expected to increase in the next few months, investors may be unsure of gold companies’ ability to control costs
Bhim Asdhir has built a family of mutual funds that focus on India and a host of other emerging and frontier markets
In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.
Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help…
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure…
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the…
In their annual pre-budget submissions to the federal government, financial industry associations made suggestions about the proposed pooled registered pension plan scheme, streamlining financial regulations…
The politics of the most recent federal budget created a range of small credits, although greater complexity may result
Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in…
The institutions issuing tax slips often do the necessary conversions, but your clients may be left with the task
Two changes, intended to eliminate certain inconsistencies between the tax benefits of individual pension plans and other retirement vehicles, could make IPPs far less attractive
The federal government is looking for ways to end what many tax experts say is inappropriate use of employee profit-sharing plans to avoid payroll deductions…
Federal assistance for the care of the elderly by their family members comes in many forms. Planning for it is essential
The relatively new RDSP still is not widely used, but families that employ this registered program to shelter savings from taxes can reap significant benefits…
When disability strikes, there is much emotion to deal with and many tasks to perform. Advisors can help families and disabled individuals in this difficult…
For many Canadians, the tax-free savings account remains unfamiliar and not yet fully understood.
As in many countries, the most experienced tax auditors are delving into the affairs of Canada’s richest taxpayers
The Conservatives will be using their majority to pursue deficit reduction while introducing new tax credits and closing loopholes. The great unknown is global economic…
