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Photo of road signs of Bridge to Canada and USA Port Huron

Cross-border tax guide

What you need to know when advising American clients in Canada

Keyboard with a large key that says "fourth quarter"

Q4 is a critical time for realizing tax benefits

Make sure clients are aware of these key deadlines before the end of the year

face mask with map of world printed on it

Global economy faces bout of long Covid

Monetary and fiscal policy struggle with the pandemic's fallout

CRA clarifications boost the case for joint partner trusts

Ability for both spouses to contribute independently opens up more possibilities

Photo of a "for rent" sign outside of a house

Beware this tax hit when converting a home into a rental property

Clients should tread carefully if they change the intended use of a building or residence

Portrait of Luke Gould

Building funds for all seasons

Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns

Advisors could be caught in CRA’s expanded mandatory disclosure net

New rules lower the bar for reporting aggressive tax-planning techniques

Feds’ housing strategy runs headlong into market correction

Tax proposals such as the FHSA unlikely to address affordability issues, experts say

Advisor with clients

Warn clients about new trust reporting rules

Simple arrangements such as joint bank accounts could be caught

Saskatchewan Legislative Building in Regina

Saskatchewan: Beacon of investor protection?

Province debates scrapping product-focused approach to advisor title standards

SRO merger offers a host of advantages for dual-registered firms

How the new self-regulatory organization will handle fees, advisor incorporation, rule harmonization and more

Stormy waters

Retail brokerages weathered a rough second quarter

The segment fared much better than large integrated dealers and institutional boutiques

Parliament Teepees

Capital markets wading into reconciliation efforts

Indigenous-led economic strategy calls for mandatory disclosure

  • By: Melissa Shin
  • September 19, 2022 September 19, 2022
  • 00:17
Concept of businessman with good work ethic.

For shame: Reputation risk spurs banks to pay compensation

Binding authority once again recommended for banks' dispute-resolution system

Portrait of Geoff Newton on left and Meaghan Meger on right

Market complexity adds to the allure of holistic planning

Newsmakers: Geoff Newton and Meghan Meger of BMO Private Wealth say clients are less interested in spreading their business over several institutions

Net income falls for financial firms

Profit Survey: Only one firm raised its dividend amid increasing concern about the economy

An informational traffic sign post indicating the financial market business concept of volatility

Growth in client leverage a potential risk

Regulators on alert as interest rates rise and markets are volatile

Miniature House on A Financial Graph

Tips for tax planning with the FHSA

The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers

client meeting

Fight over CRM3 feels familiar

Industry groups and investor advocates are divided on timelines and scope

Insurance advisors must adapt to post-DSC seg fund world

Some advisors have moved from DSCs to seg funds with chargebacks

CDOR, CORRA and T+1, oh my!

The Canadian financial industry will be juggling two major infrastructure projects over the next two years

Multiethnic group of people cooperating for environmental protection

CSA may pause on climate disclosure

Proposals from the SEC and ISSB go further than the CSA’s

Dollar sign blowing away

Banks optimistic as recession worries weigh on financial services industry

The 45 firms in the Profit Survey saw their net income decline, on average, by 1% year over year

Patricia Fletcher, CEO of the Responsible Investment Association

New RIA CEO hopes ESG standards will raise industry confidence

Helping the industry establish sustainable investment standards is crucial, says Patricia Fletcher

advisor and client meeting

CIFP approved as credentialing body for Ontario financial advisor, planner titles

RFRA, RRA and RRC are the latest approved designations

  • June 8, 2022 June 8, 2022
  • 15:36