November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Students and their Parents Lose Ground the Term
Despite a CRA new release which tells students they will be saving more on their taxes this term, students and their parents will actually pay more tax in 2017 due to the March, 2016 budget. Here are the details that students, parents and tax preparers need to know about as they spend money on their education in 2017:
End-To-End Advisor-Client Experience Important
The RRSP deadline for those making contributions to reduce their 2016 tax liability is fast approaching: midnight March 1. It’s important to get this done on time as a good Plan A, but also, to do so in conjunction with a long term financial planning outlook, as an even more important go-forward plan.
DAC Tackles Financial Advice at Crossroads of Change
The headlines around the world have been intense and for some, disturbing, over the last several weeks as borders have closed and diversity, financial and judicial systems have been challenged by change. What does the future hold for Canadian investors and their advisors as a result of this uncertainty?
