Tax

Wealthsimple to offer personalized advice, tax help Fallback Image Decorative pattern

Industry

Wealthsimple to offer personalized advice, tax help

Wealthsimple has launched a new pricing structure called Wealthsimple Black for clients who invest $100,000 or more.

By Staff |January 10, 2017

1 min read

Don’t miss these 2017 tax deadlines Fallback Image Decorative pattern

Industry

Don’t miss these 2017 tax deadlines

Good tax planning should happen year-round. So help clients get off on the right foot.

By Melissa Shin |January 10, 2017

3 min read

Tips for teams working with family enterprise clients Fallback Image Decorative pattern

Estate Planning

Tips for teams working with family enterprise clients

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

By Nathalie Boutet |January 9, 2017

3 min read

Will 2017 bring changes to the capital gains rate? Fallback Image Decorative pattern

Tax News

Will 2017 bring changes to the capital gains rate?

What does Budget 2017 have in store? Kim Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law in Calgary, makes six predictions on his blog — and several will disappoint people who dislike paying tax. 1. The capital gains inclusion rate may rise Prior to Budget 2016, several experts (including Moody) had predicted the […]

By Staff |January 9, 2017

3 min read