Fidelity to target retiring advisors and transition books of business to in-house force
Clients may be able to use the $250,000 threshold over multiple years
Total account assets hit $2.8 billion in 2023, based on CRA data
June 25 is indeed the date that the hike will take place
Trusts holding GICs would not qualify for a filing exemption available to low-value trusts
Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9%
Capital gains not flowed out to beneficiaries are "trapped" in the trust at death
Firm posts $154.4-million loss as investors exit balanced funds, cash-like products
Homeowners must now consider the proposed higher capital gains inclusion rate
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says