Tax

CSA seeks comment on OTC derivatives regulation Fallback Image Decorative pattern

Industry

CSA seeks comment on OTC derivatives regulation

The Canadian Securities Administrators (CSA) is seeking input from the financial industry and the public on proposed changes to the regulation of over-the-counter (OTC) derivatives. The proposals were today released in CSA Consultation Paper 91-401 – Over-the-Counter Derivatives Regulation in Canada. The proposals come in response to commitments made by the G20 to develop more […]

By Staff |November 2, 2010

2 min read

Equity funds surge in October Fallback Image Decorative pattern

Industry

Equity funds surge in October

Canadian mutual fund investors chalked up another strong month in October, at least in their equity exposures, according to data compiled by Morningstar Canada. All eyes were on the U.S. Federal Reserve, which is expected to introduce a second round of quantitative easing on November 3. The expectation of additional stimulus drove global markets higher. […]

By Steven Lamb |November 2, 2010

2 min read

Tax savings for the retiree Fallback Image Decorative pattern

Tax News

Tax savings for the retiree

Your client just finished his or her last day of work and tomorrow begins the new adventure of planning out the retirement years. He or she is now thinking about winter vacations, golf-course memberships, summer trips with grandchildren and possibly even a winter home down south.

By Mike George |November 1, 2010

8 min read

Tax strategies for the HNW family Fallback Image Decorative pattern

Tax News

Tax strategies for the HNW family

No two family scenarios are the same, and this is especially true when it comes to clients with significant sources of wealth.

By Pearl E. Schusheim & Steve Landau |November 1, 2010

7 min read