My Payment service lets individuals and businesses send payments from Canadian financial institutions
Pitfalls await the advisor who fails to determine which clients have these connections
With the tough economy leading to layoffs and salary reductions, advisors are increasingly being called upon to offer advice on employment issues. Helping your clients with financial preparations concerning employment changes can instil feelings of greater security and peace of mind. Clients who feel their employment position is insecure may want to set up a […]
U.S. citizens must file a U.S. tax return every year, no matter where they live
New rules clarify CRA’s gift and award policy
79% of respondents need immediate help with money management: report
Rules have had a chilling effect
Tax Court judgment overrules CRA
Investors urged to consult planners for help with tax-efficient strategies
Only 9% plan to invest tax refunds for retirement