Industry

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Income trusts capped in a housekeeping budget

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page Further work needed In last year’s budget, the […]

By Scot Blythe |March 18, 2004

7 min read

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Estate planners call for overhaul of foreign tax rule

(March 18, 2004) The federal government must redraft its proposed rules on the taxation of foreign investments, says the Society of Trust and Estate Planners (STEP), calling the current draft legislation seriously deficient and virtually incomprehensible. The legislation is an attempt to eliminate any tax advantage gained from investing in foreign-based funds and non-resident trusts. […]

By Doug Watt |March 18, 2004

2 min read

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Staying the course: No surprises in Goodale’s first budget

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page “I see this is a not-rocking-the-boat budget,” says […]

By Doug Watt |March 18, 2004

4 min read

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Advisors react to

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page Advisor Al Nagy was pleased that Canadian soldiers […]

By Deanne N. Gage |March 18, 2004

3 min read

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Budget draws mixed reviews from industry associations

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page Oliver told Advisor.ca that he was also pleased […]

By Sheila Avari |March 18, 2004

4 min read

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Industry insiders analyze return to prudence

Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page “There was a strong desire expressed with respect […]

By Steven Lamb |March 18, 2004

4 min read

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To Clients/Prospects: The federal budget and your financial plan

(March 23, 2004) Demonstrate your added value and deepen your relationships with clients and prospects by sending them this customizable letter highlighting a few of the noteworthy measures from the 2004 federal budget. For a general budget overview story, please click here. Dear [Client/Prospect name here], As you are no doubt aware, Finance Minister Ralph […]

By John Craig |March 18, 2004

2 min read

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Reduce RRSP limits, says think tank

(March 17, 2004) The Canadian Centre for Policy Alternatives wants the federal government to cut RRSP contribution limits by 16%, a move the Ottawa-based think tank says will raise tax revenues by $1.5 billion. In its alternative federal budget released yesterday, the CCPA recommended that RRSP limits be set at 18% of twice the average […]

By Doug Watt |March 17, 2004

2 min read

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Tax reforms, not cuts expected in federal budget

(March 16, 2004) With little extra cash in the coffers, it seems unlikely Ottawa will introduce new tax cuts in the federal budget. But tax reforms are a possibility, experts say. Jamie Golombek, vice-president, tax and estate planning at Aim Trimark Investments, doesn’t expect much in the way of tax changes from Federal Finance Minister […]

By Doug Watt |March 16, 2004

3 min read

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Wanted: A few great advisors

(March 15, 2004) It’s back! The Advisor of the Year Award (AOTY) is entering its sixth year and now is the time to start getting your case study ready. Every year it seems the competition gets tougher, as advisors who enter AOTY raise the bar in the industry, says Darin Diehl, editor of The ADVISOR […]

By Steven Lamb |March 15, 2004

3 min read

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