Tax

Industry

Retirement income: Back-to-back annuities

Set it up and leave it alone?

By Melissa Shin |July 5, 2011

9 min read

Tax News

The case for spousal RRSPs

With the advent of pension income splitting in 2007, many think spousal RRSPs aren’t necessary

By Gena Katz |June 24, 2011

3 min read

Estate Planning

Sandwiched boomers must work longer

Caught in the financial crunch of caring for children and parents, many baby boomers could be struggling to find a balance between dreams and duty when they retire.

By Staff |June 23, 2011

2 min read

Estate Planning

Due diligence can prevent estate litigation

Poor choices made by financial planners in connecting their clients to wills and estate lawyers can, and often do, result in lengthy and expensive estate litigation. Solicitor negligence is not something that people like to talk about, but it can be a problem, said Markham-based Andrea Kelly, barrister and solicitor, speaking at the CIFPs’ 9th […]

By Vikram Barhat |June 17, 2011

4 min read

Watch your clients get taxed to the bone!

Advisor.ca is proud to congratulate Yves Bonneau, Editor in Chief of our Quebec affiliate Conseiller.ca, on winning the Kenneth R. Wilson (KRW) Award for Best Editorial in 2010. The KRW Awards recognize the best in Canadian business press journalism. Here is his Silver Award winning editorial: In 1999, Claude Laferrière, professor of tax policy at […]

4 min read

CRA on the prowl

More and more, the Canada Revenue Agency is taking a keen interest in how companies, both small and large, structure their tax planning. And it is asking increasingly intrusive questions—not quite audits, but compelling questionnaires. All of this is the name of the GAAR: the General Anti-Avoidance Rule promulgated some 20 years ago. Still, while […]

By Scot Blythe |June 9, 2011

5 min read

CRA announces interest rates for Q3

The Canada Revenue Agency (CRA) today announced the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts the CRA owes to individuals and corporations. These rates are calculated quarterly in accordance with applicable legislation and will be in effect from July 1, 2011 to September 30, […]

By Staff |June 9, 2011

1 min read

Five risks to retirement income

In a speech today at the Canadian Institute of Financial Planners annual conference in Ottawa, Peter Drake, vice president, Retirement and Economic Research, Fidelity Investments Canada ULC called attention to the new retirement realities facing Canada’s baby boomer generation and highlighted the importance of taking account of the five key risks to retirement income as part of the retirement planning process.

By Staff |June 7, 2011

4 min read

Tax

Retirement income: Back-to-back annuities

The case for spousal RRSPs

Sandwiched boomers must work longer

Due diligence can prevent estate litigation

Watch your clients get taxed to the bone!

CRA on the prowl

CRA announces interest rates for Q3

Five risks to retirement income

Magic of tax-efficient bond investing

Increasing estate value for the affluent