Provinces offer more help but no big breaks
While the feds move ahead with the TFSA, more assistance for families comes from the provinces
- By: Maureen Halushak
- October 15, 2008 October 15, 2008
- 09:07
Latest news in Building Your Business
A frequently overlooked resource
Many companies are not taking advantage of Canada’s generous program for funding new research and development
- By: Alison MacAlpine
- October 15, 2008 October 15, 2008
- 09:07
Scholarships may not be taxable benefits
Tax Court rules certain awards for children of employees were taxable in hands of students
- By: Regan Ray
- October 15, 2008 October 15, 2008
- 09:01
Extended time limits make RESPs more attractive
Contribution periods increased to 31 years; older students, younger siblings may benefit
- By: Clare O’Hara
- October 15, 2008 October 15, 2008
- 09:01
Seeking measures to boost retirement income
Pre-budget submissions also call for personal income tax reductions, changes to pension income-splitting
- By: Catherine Harris
- October 15, 2008 October 15, 2008
- 08:24
Disposal of insurance assets can trigger taxes
Clients may want access to the cash, or to transfer a policy to a child, spouse or charity
- By: Gavin Adamson
- October 15, 2008 October 15, 2008
- 08:24
Uncertainty stalks trusts
The new tax on income trust distributions has become an election issue
- By: James Langton
- October 15, 2008 October 15, 2008
- 08:24
Taking advantage of losers in your client’s portfolio
But clients should be careful not to run afoul of the CRA’s “superficial loss” rules
- By: Jade Hemeon
- October 15, 2008 October 15, 2008
- 08:24
A host of new possibilities for creative investors
The TFSA is so flexible, clients of virtually all ages and incomes can find ways to benefit
- By: Rudy Mezzetta
- October 15, 2008 October 15, 2008
- 08:24
New account’s power in longer-term savings
One report suggests Canadians will have socked away $115 billion in TFSAs by 2013
- By: Rudy Mezzetta
- October 15, 2008 October 15, 2008
- 08:24
Industry prepares for January TFSA launch
Accounts expected to create opportunities to communicate with clients and develop “sticky” relationships
- By: Rudy Mezzetta
- October 15, 2008 October 15, 2008
- 08:24
Making the rules fair for a global marketplace
Tax professionals and business groups are hoping that a comprehensive review of Canada’s system of taxing international income will help Canadian companies compete abroad more…
- By: Kevin Marron
- October 15, 2008 October 15, 2008
- 08:24
Loosening the lock on nationally regulated LIFs
Feds follow lead of some provinces, which offer much more access to money; rules vary from province to province
- By: Wendy Cuthbert
- October 15, 2008 October 15, 2008
- 08:24
Prostate cancer is common, but also often highly treatable
Early detection is crucial when it comes to getting control over a disease that kills more than 4,000 a year in Canada
- By: Clare O’Hara
- October 1, 2008 October 1, 2008
- 11:08
Avoiding a slugfest over the value of joint assets
It pays to take care when it comes to the appraisal of significant matrimonial property, especially when conflict is running high
- By: Maureen Halushak
- October 1, 2008 October 1, 2008
- 11:08
Where to park the inheritance?
Single woman in her 50s wants to buy a condo and look forward to an active retirement
- By: Catherine Harris
- October 1, 2008 October 1, 2008
- 11:08
Connecting with contacts on Facebook
Social Web sites have joined the golf game as a marketing tool, but users need to step carefully
- By: Clare O’Hara
- October 1, 2008 October 1, 2008
- 11:08
Opening the door to high net-worth individuals
Group benefits business provides access to affluent business owners
- By: Gavin Adamson
- October 1, 2008 October 1, 2008
- 11:08
Turn your iPhone into a productivity powerhouse
Here are 10 applications available from iTunes’ App Store that will help any advisor who owns the iconic cellphone
- By: Danny Bradbury
- October 1, 2008 October 1, 2008
- 11:08
Placing people before products
IPC’s Jamie Williams built his small-town business on relationships
- By: donalee Moulton
- October 1, 2008 October 1, 2008
- 11:08
Ask better questions, get better answers
Area of psychology that encourages focus on the positive could be useful for client interviews
- By: George Hartman
- October 1, 2008 October 1, 2008
- 11:08
The fine points of a marketing strategy
Henry knew that having a clear idea of the type of clients he was looking for, both in terms of their wealth and their outlook…
- By: George Hartman
- October 1, 2008 October 1, 2008
- 11:08
The personal connection
Successful financial advisors emphasize people skills, not product offerings, says Jamie Williams, an advisor with Investment Planning Counsel in Kentville, N.S. “It’s ultimately about connecting…
- By: donalee Moulton
- October 1, 2008 October 1, 2008
- 11:08
The Do Not Call List is here: Know the rules
Penalties can be stiff for those who fail to sort out who they may call — and who is off limits
- By: Laura Bobak
- October 1, 2008 October 1, 2008
- 11:08
A cautionary tale: Lost time, lost clients
Not all medical leaves work out successfully. Mac Dickson, 58, a registered financial planner with Dickson’s Complete Tax Service in Orillia, Ont., was forced to…
- By: Wendy Cuthbert
- October 1, 2008 October 1, 2008
- 11:08