The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure your clients’ tax strategies are in order
A recent Tax Court ruling suggests that the attribution rules may have narrower application than previously thought
Many baby boomers who take care of their children and aging parents say they are affected by the issues relating to eldercare
The elimination of the bank’s DB pension plan follows a trend seen in most of corporate Canada over the past few years
Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn
A-class units added to Horizons ETFs...
When clients make the shift to post-retirement, it’s time to revisit their approach to risk, their goals and what makes them happy
Helping clients get borrowing under control is a major new growth area for advisors. Success means happier clients and more resources for wealth creation
Consumer debt has jumped to historical highs at a time when gains in both equities and real estate show signs of stalling. Do clients understand their peril?
Study shows that more advisors are using it