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What advisors need to know about Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate

By Staff |April 17, 2024

3 min read

Tax News

Feds fix AMT regime

Individuals can claim 80% of donation tax credit, up from previously proposed 50%

By Rudy Mezzetta |April 16, 2024

2 min read

Tax News

Capital gains inclusion rate raised to 66.6% for high earners

Higher new rate applies on gains above $250,000 for individuals, and all gains realized in corps and trusts, as of June 25

By Rudy Mezzetta |April 16, 2024

4 min read

Tax News

Feds clarify requirements for EOT tax exemption on capital gains

Budget 2024 provided details on how exiting business owners can qualify

By Michelle Schriver |April 16, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

The Evolution of Structured Products for the Modern Era

BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.

Tax News

Registered plans could see changes in allowed investments

Qualified investments review could lead to lower costs for investors but also restrictions

By Melissa Shin |April 17, 2024

3 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Tax News

Canada Disability Benefit gets $6.1B in funding

Maximum annual benefit is $2,400, and payments expected to begin in July 2025

By Jonathan Got |April 16, 2024

1 min read

Tax News

Entrepreneurs to get tax break on capital gains inclusion

Feds propose Canadian Entrepreneurs’ Incentive

By Michelle Schriver |April 16, 2024

2 min read

Industry News

Budget extends Canada Child Benefit, sets up autoenrollment for RESPs

Government also allocates $60 million toward free financial advice

By Staff |April 16, 2024

3 min read

Tax News

Budget 2024 expands CPP benefits

Doubled death benefit for some contributors, partial children’s benefit for part-time students

By Jonathan Got |April 16, 2024

1 min read

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Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

What’s happening with Emerge ETFs?

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ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

Emerge ETFs financials show $2.5 million in receivables due from manager

By Melissa Shin and Mark Burgess |April 14, 2023

All Podcasts →

What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

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Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

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Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

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Private Credit Resilience Provides Opportunity for Yield

Non-cyclicals, longer-term investing are a winning combo, portfolio manager says.

Featuring Mitchell Goldstein|March 25, 2024

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Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 pm ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

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What’s happening with Emerge ETFs?

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