Home Rudy Mezzetta

High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed

  • October 15, 2018 October 12, 2018
  • 00:29

Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

  • October 15, 2018 October 12, 2018
  • 00:25

Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to address the widening cross-border tax gap

  • October 12, 2018 October 15, 2018
  • 00:16

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients. You can help these small-business owners and professionals by offering strategies to adjust to the changes

  • October 12, 2018 October 15, 2018
  • 00:15

Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain circumstances

  • October 12, 2018 October 12, 2018
  • 00:14

Proposed amendments to a CDIC by-law “introduce requirements that entail significant systems and procedural changes” for IIAC member firms that act as nominee brokers

  • October 3, 2018 October 3, 2018
  • 16:48

Although 21% of clients rated their financial advice as "gold," that level of satisfaction is based on more than returns

  • September 21, 2018 September 21, 2018
  • 00:20

The pressure on firms to evolve, invest in new technologies and keep up with ever-increasing compliance costs were the key drivers of this trend

  • September 21, 2018 September 21, 2018
  • 00:16

Changes in CDIC coverage include new categories for RESPs and RDSPs

  • August 24, 2018 August 23, 2018
  • 00:16

The low rate of RESP adoption is an opportunity for advisors to discuss the importance of education

  • August 24, 2018 August 24, 2018
  • 00:15