Home Rudy Mezzetta

Canadians' level of financial literacy is not improving despite attempts by the federal government and other groups to help consumers

  • March 29, 2018 March 29, 2018
  • 00:23

Co-operators and Central 1 say the deal was made to strengthen each firm’s respective core business

  • March 15, 2018 March 21, 2018
  • 15:25

Research found that advisors are far more likely to choose proprietary investment funds for their clients

  • March 1, 2018 March 2, 2018
  • 00:17

Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost

  • March 1, 2018 March 9, 2018
  • 00:12

The government’s proposal limits access to the lower small-business rate rather than taxing passive income above $50,000 at potentially punitive tax rates

  • February 27, 2018 February 28, 2018
  • 17:42

The government will be providing additional resources toward improving client services in three key areas at the CRA

  • February 27, 2018 February 27, 2018
  • 17:34

There are many recommendations for this year's federal budget, but changes to registered plans are front and centre

  • February 15, 2018 February 27, 2018
  • 00:20

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

  • February 5, 2018 February 9, 2018
  • 00:21

A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year

  • February 5, 2018 February 7, 2018
  • 00:17

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

  • January 15, 2018 January 26, 2018
  • 00:19