Tax

Strategizing for clients with multiple retirement accounts Strategizing for clients with multiple retirement accounts

Industry News

Strategizing for clients with multiple retirement accounts

Start with flexibility, tax efficiency, simplicity

By Jonathan Got |February 6, 2026

4 min read

C.D. Howe report floats tax credit for small employers to offer retirement plans C.D. Howe report floats tax credit for small employers to offer retirement plans

Tax

C.D. Howe report floats tax credit for small employers to offer retirement plans

Plus, an update on a tax credit previously proposed by FP Canada

By Michelle Schriver |February 4, 2026

3 min read

CRA info about GST/HST on trailing commissions to drop in February, March CRA info about GST/HST on trailing commissions to drop in February, March

Tax News

CRA info about GST/HST on trailing commissions to drop in February, March

For dealers, preparing for compliance will include reviewing agreements with fund managers

By Michelle Schriver |January 29, 2026

3 min read

Prescribed rate to remain 3% in Q2 for fourth consecutive quarter Prescribed rate to remain 3% in Q2 for fourth consecutive quarter

Tax

Prescribed rate to remain 3% in Q2 for fourth consecutive quarter

Deadline for prescribed-rate loan payments is Jan. 30

By Michelle Schriver |January 28, 2026

2 min read