Home Rudy Mezzetta

The creation of Aviso Wealth extends Desjardins Group’s reach as a key partner in the delivery of wealth-management services to Canadian credit unions

  • December 12, 2017 April 3, 2018
  • 14:30

The CRA will return to using a pre-May 2017 clarification letter for DTC applications for life-sustaining therapy, and review applications that have been denied

  • December 8, 2017 December 8, 2017
  • 11:40

Most recently the CEO of the ICBC, Blucher takes over Don Wright’s former role in January

  • December 8, 2017 January 21, 2018
  • 09:30

Ottawa’s decision to lower the small business tax rate in 2018, 2019 also means that the dividend tax rate will be rising; clients have a limited opportunity to pay out dividends at lower rates

  • December 6, 2017 December 6, 2017
  • 11:45

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

  • December 1, 2017 January 23, 2018
  • 12:06

The committee will provide the Canada Revenue Agency with feedback on the administration of the disability tax credit

  • November 24, 2017 November 24, 2017
  • 14:10

Feds take a “step in the right direction”

  • November 14, 2017 January 17, 2018
  • 01:00

Newsmaker: The CBA, long viewed as an excessively cautious group, is altering its approach to meet a shifting banking landscape

  • October 27, 2017 October 27, 2017
  • 00:55

Clients who have a will report greater satisfaction with their advisors

  • October 27, 2017 October 27, 2017
  • 00:50

Wealth preservation is key — and so are returns

  • October 15, 2017 January 19, 2018
  • 00:08