The CRA gets aggressive with taxpayers
Clients are being asked to provide documentation for a wide range of credits and payments
- By: Clare O’Hara
- October 20, 2009 October 20, 2009
- 14:37
Latest news in Building Your Business
Warn clients to proceed with caution
After more than 20 years of court cases, uncertainty still surrounds the eligibility of interest deductions
- By: Dwarka Lakhan
- October 20, 2009 October 20, 2009
- 14:37
The world according to GAAR
The controversial Income Tax Act section is now two decades old; when will it be clear?
- By: Dwarka Lakhan
- October 20, 2009 October 20, 2009
- 14:37
A separate company can help safeguard business profits
The setting up and administration of a holding company is complex and requires the advice of qualified tax professionals
- By: Geoff Kirbyson
- October 20, 2009 October 20, 2009
- 14:37
Proposed HST a tax on retirement savings
The industry bristles at a plan that would hike sales taxes on investment-management services, including mutual fund MERs
- By: Jade Hemeon
- October 20, 2009 October 20, 2009
- 14:37
Home renovation tax credit spurs building activity
Although the HRTC has received the most publicity, amendments to RRSP and RRIF rules are also important
- By: Catherine Harris
- October 20, 2009 October 20, 2009
- 14:37
Corporate structure can bring big tax savings
Strategy may not be beneficial in all cases, so clients should carefully determine whether it is right for them
- By: Megan Harman
- October 20, 2009 October 20, 2009
- 14:37
Learning curve on the TFSA is still fairly steep
But Canadians seem more willing to try the new account as they become more comfortable with its features
- By: Olivia Glauberzon
- October 20, 2009 October 20, 2009
- 14:37
Targeting offshore income
Money sitting in undeclared offshore accounts is estimated to be in the trillions
- By: Rudy Mezzetta
- October 20, 2009 October 20, 2009
- 10:33
The allure of the new Mac operating system
More resistant to crashes and viruses, the Mac is an attractive and stylish alternative to Windows
- By: Danny Bradbury
- September 28, 2009 September 28, 2009
- 14:44
The power of the personal
Advisor profile
- By: Jade Hemeon
- September 28, 2009 September 28, 2009
- 14:44
The fine art of building trust in a small town
After successful careers as a banker and a cosmetics entrepreneur, Linda Booth is now helping clients reach their goals
- By: Jade Hemeon
- September 28, 2009 September 28, 2009
- 14:44
Home is where the toxins are
A new book suggests that a huge range of everyday objects in homes and offices could contain powerful toxins
- By: Wendy Cuthbert
- September 28, 2009 September 28, 2009
- 14:44
Taxing questions for clients who have ties to the U.S.
Pitfalls await the advisor who fails to determine which clients have these connections
- By: Rudy Mezzetta
- September 28, 2009 September 28, 2009
- 14:44
Bite-sized pieces of marketing advice
This book doesn’t dive deeply into any single topic, but does enough to get advisors thinking
- By: George Hartman
- September 28, 2009 September 28, 2009
- 14:20
Pension troubles should be manageable
Couple would like to know about the potential impact of a reduced pension. Could they leave an inheritance for their children?
- By: Catherine Harris
- September 28, 2009 September 28, 2009
- 14:20
Expanding the team
For the past 10 years, Rick Claydon, financial advisor and partner with Stonegate Private Counsel LP in Toronto, has been building a solid client-referral network…
- By: Clare O’Hara
- September 28, 2009 September 28, 2009
- 11:26
Breaking up is hard to do
There is no easy way to terminate an employee, but you can take steps to make the process as smooth as possible
- By: George Hartman
- September 28, 2009 September 28, 2009
- 11:26
Keep your newsletter seasonal
Advisor tips
- By: Olivia Glauberzon
- September 28, 2009 September 28, 2009
- 11:26
Greater expectations
Still reeling from the market collapse, many clients have a new list of demands (IE:TV)
- By: Dan Richards
- September 28, 2009 September 28, 2009
- 11:26
Earning back client confidence
If your clients’ belief in your integrity has been shaken by the recent market events, there are steps you can take to earn back their…
- By: Dan Richards
- September 1, 2009 September 1, 2009
- 11:10
Milestones
Tools and strategies can help you guide clients through life’s events
- By: Jade Hemeon
- September 1, 2009 September 1, 2009
- 11:10
Canadians moving south need special advice
Departing Canadians can keep RRSPs in Canada, but U.S. authorities will not consider gains as being tax-exempt
- By: Rudy Mezzetta
- September 1, 2009 September 1, 2009
- 11:10
Going that extra mile
Sam Chinniah, senior vice president with T.E. Financial Consultants Ltd. in Toronto, serves ultra-high net-worth clients. He has built an impressive roster of 150 wealthy…
- By: Olivia Glauberzon
- September 1, 2009 September 1, 2009
- 11:10