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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

  • October 12, 2018 November 18, 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

Consultation paper outlines income tax measures announced in Budget 2018 that haven’t already been legislated

  • July 27, 2018 July 28, 2018
  • 16:00

Scotiabank’s recent acquistions were a complimentary fit

  • July 27, 2018 July 25, 2018
  • 00:21

Recent research reveals that clients who have life insurance place more value on the advice they receive and are more loyal

  • July 27, 2018 July 27, 2018
  • 00:19