Tax

How to make a Power of Attorney ironclad

Most advisors know the importance of a PoA. So to avoid challenges, watch for these problems.

By James Dolan |January 17, 2014

3 min read

Tax cheats beware: CRA launches snitch line

CRA has a new way to catch up with Canadians cheating on their taxes.

By Staff |January 15, 2014

1 min read

Understanding the pension income tax credit

Advisors frequently ask about the pension income tax credit and whether clients qualify

By Frank Di Pietro |January 15, 2014

3 min read

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read