Wealth management firms based in Florida and North Carolina serve ultra-high-net-worth clients
CAASA, AIMA make submissions to the Department of Finance's qualified investments consultation
Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital
Prescribed rate for fourth quarter to match third-quarter rate
Clients with significant capital gains in 2024 face uncertain tax exposure
A company could face 60% tax on unintentional payout of excess amounts from its capital dividend account
Finance’s qualified investments consultation asked for suggestions on how to promote Canadian investment
IIAC and PMAC call for simpler requirements for investments held in TFSAs, RRSPs and more
Joint tax committee will ask Finance to change the existing legislation
Agency received more than 52,000 bare trust returns for 2023, despite issuing last-minute filing exemption