Gearing up for yearend
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…
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…
New Nova Scotia law aims to balance right to independence and protection
Digital coach aims to support advisors rather than replace them
New research questions the effectiveness of enhanced disclosure
First Asset's AUM is surging as new president Rohit Mehta pushes for an edge by focusing on factor-based ETFs
HNW clients' increasing wealth provides more opportunities for financial advisors and their firms
The firm is the first Canadian robo-advisor to set up shop outside this country, having launched in the U.S. earlier this year
A paper from the C.D. Howe Institute states the proposed national securities regulator could be a step backward
Diagram is open to business-to-business ideas that can help advisors and their firms in their daily operations
The new head of the CLHIA is focused on instigating change rather than scrambling to comply with new regulations
Be wary of products that offer a "pension plan" approach
With the Bank of Canada steering policy based on an improving economy, domestic bond yields are rising. Still, fund managers are watchful for destabilizing events
Toronto-based RBC Global Asset Management Inc. has added seven ETFs to its product lineup. Montreal-based State Street Global Advisors Ltd. will act as subadvisor for…
Toronto-based TD Asset Management Inc. (TDAM) has added two mutual funds to its product lineup. TD U.S. Dividend Growth Fund seeks to provide income and…
Toronto-based Invesco Canada Ltd. has launched two income-focused ETFs: PowerShares 1- to 10-Year Laddered Investment Grade Corporate Bond Index ETF; and PowerShares REIT Income Index…
Toronto-based WisdomTree Asset Management Canada Inc. has launched three ETFs. WisdomTree Canada Quality Dividend Growth Index ETF offers investors exposure to Canadian dividend-paying companies. This…
Toronto-based Evolve Funds Group Inc. has launched two niche ETFs focused on gender diversity and cybersecurity. Evolve North American Gender Diversity Index ETF is designed…
Editorial
Montreal's rejuvenated economy is adding jobs on several fronts. But those who helped make it happen may not be re-elected
Canada’s smallest province had the biggest year-over-year population growth last year in the country – thanks to an influx of immigrants. Now, for the first…
Canadian natural gas producers may experience better returns soon, according to some predictions
Throughout the heated discussion of tax changes for small businesses, little attention has been paid to C-27, a new bill to restructure federal pensions
