When is the latest clients can sell assets prior to June 25?
Given several complicating factors, waiting until the last minute is a bad idea, tax experts say
Top stories
Estate-planning trusts will be hit hard by CGIR hike
Capital gains not flowed out to beneficiaries are "trapped" in the trust at death
Liberal tax promise tracker, post-2024 budget edition
Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government
Investor risk appetite rises: S&P
Brighter earnings prospects underpin growing optimism, survey finds
- By: James Langton
Cardinal Point teams with Gavin Hockey Wealth Specialists
Combined firm will serve about 200 current and retired pro hockey players
- By: Jonathan Got
Laurentian Bank cutting about 2% of workforce, ending equity research
The cuts come as the bank continues to work through its turnaround plan
- By: Canadian Press
Canadian investors pile into foreign equities
Portfolio outflows reach record levels in March, first quarter, StatsCan says
- By: James Langton
Crypto money launderers busted: DoJ
U.S. charges foreign nationals for allegedly laundering proceeds of "pig butchering" schemes
- By: James Langton
China rolls out new measures to fix its property crisis, spur growth
The central bank said it will reduce the minimum down payment for mortgages
OSC gives whistleblower $300,000 reward
Tipster alerted regulator to hard-to-detect misconduct
- By: James Langton
FCA charges finfluencers over social media posts
U.K. regulators allege an unregistered FX trading scheme was touted on Instagram
- By: James Langton
Mortgages, credit cards drive debt higher
Household debt levels rise in March, StatsCan reports
- By: James Langton
Bank execs summoned to House of Commons environment committee
Committee has set a date of June 13 for the chief executives of RBC, TD, CIBC, BMO and Scotiabank to appear
- By: Canadian Press
Guiding clients through a CI claim
Balancing immediate needs with long-term expenses is key to using the payout effectively
- By: Jonathan Got
Insurance: An industry in transition
As regulatory oversight increases, advisors grapple with succession, financial planning and independence
Crypto: Only for alt funds?
Industry pushes back on proposed restrictions on crypto holdings
- By: James Langton
Short-selling consultation comes up short
Reaction to CIRO’s proposed changes is sharply divided
- By: James Langton
Brand Knowledge
Net Zero: Seizing the opportunities of an economy in transition
How adopting emission reduction targets can benefit investors
Help your client address the volatility of equity compensation
Assessing income sources, diversifying are key
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
- By: Jonathan Got
- February 1, 2024 February 1, 2024
- 15:36
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
The fight over CRM2 was worth $7.6 billion