Budget

Estate Planning

Budget gives executors wiggle room

Budget 2014 has made it easier to get the maximum benefit from donations made by will.

By Dean DiSpalatro |February 13, 2014

3 min read

Industry

Budget helps retirees

There’s good news in Budget 2014 for people on the verge of retirement.

By Suzanne Sharma |February 13, 2014

3 min read

Industry

4 budget items to discuss with wealthy clients

Yesterday’s federal budget will get mixed reviews from the wealthy.

February 12, 2014

3 min read

Planning and Advice

Budget 2014: A client letter

Show clients you’re proactive by sending them this customizable letter about the Federal Budget.

By Staff |February 12, 2014

3 min read

Industry

PwC buys Westmark Consulting

PwC Canada is buying Vancouver-based Westmark Consulting.

By Staff |February 12, 2014

1 min read

Industry

Golombek: Budget brings targeted tax changes

For the average Canadian, there’s little to gain from the Federal Budget issued yesterday in Ottawa.

By Philip Porado |February 12, 2014

2 min read

Industry

Budget 2014 clamps down on trusts

The federal government plans to eliminate special tax benefits that arise from applying graduated taxation to testamentary trusts and grandfathered trusts

February 12, 2014

4 min read

Industry

Federal Budget 2014: Tightening the Screws

While there’s little to get excited about in the 2014 Federal Budget, its contents just might meet the government’s political objectives – tightening purse strings enough to put Canada in the black by the 2015 election. Unlike prior years, there were virtually no goodies, aside from new tax credits for adoptions and people who volunteer […]

By Staff |February 11, 2014

2 min read

Industry

Trust changes hurt middle class more than rich

You tried to sway the government not to change tax rates, but it didn’t work.

By Melissa Shin |February 11, 2014

4 min read

Economic Indicators

Government reports progress on national regulator

Despite little news in yesterday’s budget, the federal government’s still keen to establish a national securities regulator, and bureaucrats are making progress on the measure.

By Jessica Bruno |February 11, 2014

2 min read

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