Industry News

Wealthy plan to donate 4% of estates

Wealthy have returned to pre-recession levels of support for charities.

By Staff |November 14, 2013

1 min read

CRA sets new OAS clawback level

Each year, certain personal income tax and benefit amounts are indexed to inflation using the Consumer Price Index data as reported by Statistics Canada.

By Staff |November 13, 2013

1 min read

Sun Life moves into millionaire market

Sun Life Financial Inc. is aiming to catch more wealthy investors.

By Evelyn Juan |November 13, 2013

3 min read

Credential entices rich clients

Credential Financial is connecting its credit union partners with portfolio management firms specializing in discretionary investment management for rich investors.

By Staff |November 13, 2013

1 min read