Advisor to Client

Payment deadline nears for prescribed-rate loans Payment deadline nears for prescribed-rate loans

Tax

Payment deadline nears for prescribed-rate loans

Failing to pay this interest can unwind the income-splitting strategy associated with the loan

By Rudy Mezzetta |January 22, 2024

2 min read

Here are the changes to CPP deductions starting in 2024 Here are the changes to CPP deductions starting in 2024

Financial Planning

Here are the changes to CPP deductions starting in 2024

The CPP now includes a new, second earnings ceiling

By Ritika Dubey, The Canadian Press |January 2, 2024

2 min read

Unravelling confirmation bias Unravelling confirmation bias

Risk Management

Unravelling confirmation bias

Use these tools to challenge your existing views

By Coreen Sol |December 15, 2023

2 min read

What to know about making year-end donations What to know about making year-end donations

Tax

What to know about making year-end donations

In certain cases, the total federal-provincial tax credit can represent more than half of the gift amount

By Rudy Mezzetta |December 5, 2023

3 min read