Concept came from a deal IDA and the MFDA struck with the OSC in Portus aftermath
No capital gains relief yet, but experts welcome changes on donated securities and dividend treatment
But before implementing this strategy, be certain your client will be able to comply with all of the restrictions involved
Business owners, professionals and executives can reap benefits from IPPs
Seneca College aiming to bring in ‘new blood’ into the industry
OSFI is continuing to impose “reputational risk management” on life insurance companies
The 4th Canadian Institute of Financial Planners annual national conference is set to go for May 28-31 in Vancouver. “It’s jam-packed with a broad range of sessions. We’re very excited,” says Keith Costello, president and CEO of the CIFPs.Almost 450 people are signed up to attend the conference – the largest yet, and the first […]
Cigars are the grey area — allowance may be made on some policies for a non-smoker who smokes a cigar on special occasions
While clients see income and tax benefits for their children and themselves, tax experts see too many bumps in the road
Knowing his product and his clients, and serving his profession, has allowed him to change with the times