Surging penalties for pre-signed forms contested for first time

Decisions on sanctions will serve as benchmarks for future settlement

By Michelle Schriver |March 26, 2024

6 min read

CRA exempts bare trusts from reporting requirements for 2023

Filing is required only if directly requested by the Canada Revenue Agency

By Rudy Mezzetta |March 28, 2024

3 min read

Requests flood in for home office expense forms 

Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says 

By Rudy Mezzetta |March 27, 2024

3 min read

How Daniel Kahneman’s research influenced financial advice

Economist’s findings helped advisors understand that people often make irrational decisions

By Melissa Shin |March 27, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

Navigating the Future with Skyline Apartment REIT

Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

What we’ve learned from the Emerge ETFs saga

A year after an unprecedented cease-trade order, unitholders are still waiting for answers

By Melissa Shin |March 25, 2024

9 min read

As transition ends for FA title, product pushes back in the spotlight

In Ontario, mutual fund licensing is the most popular approved credential

By Michelle Schriver |March 21, 2024

5 min read

FSRA approves another credential for FP title use

CIFP brings the Chartered Financial Planner designation to new candidates

By Michelle Schriver |March 22, 2024

3 min read

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

Julie Martini sues Advocis for constructive and wrongful dismissal

The claim is the third against the national financial advisors association in recent months

By Michelle Schriver |March 22, 2024

4 min read

Ontario budget voices support for OBSI reform

Government endorses OSC’s investor protection, capital formation efforts

By James Langton |March 26, 2024

2 min read