The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth…
Infractions range from the use of blank forms signed in advance by the client to actively signing the client’s name
IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses
Kevin Wark outlines the impact of recent tax changes to life insurance
There’s a clear trend globally toward greater awareness, interest and adoption of ESG analysis and responsible investing
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
Clients who have a will report greater satisfaction with their advisors
Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…
Jamie Golombek helps advisors get ready for yearend tax planning
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
Although climate change is one of the largest systemic risk factors, less than half of the largest companies acknowledge it in their annual reports
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…
Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…
After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…
Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…
The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…
The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to…