Mutual fund company to issue tax forms allowing clients to make QEF election
Recognize the life events that can trigger a client’s desire to make a charitable donation
Will business model help firm grow in the crowded HNW space?
Interest rate returning to 1% in January
Ontario’s provincial government may ban the sale of insurance products through CUs’ websites to match federal banking laws
The nature of retirement is changing drastically, and many people are calling on the federal government to make critical changes to the Canada Pension Plan because the monthly payouts are too meagre for retirees to live on
The growth in high net-worth individuals across North America has Canada's banks looking abroad more than ever
Newsmaker: Joe Dierker has watched the credit union sector burgeon from local co-operatives for rural residents into national contenders
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside the U.S., comes into effect. Many Americans living in Canada are worried
Income taxes on estates and other testamentary trusts are likely to rise, creating situations that many clients may not have expected. But tax planning opportunities remain