Tax News

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Tax-advantaged investing

Investors have been enjoying a broad equity market rally for the past year, but many market commentators are sounding cautious about future gains. It’s a stock picker’s market now, the refrain goes, suggesting that the easy money has been made. On the fixed income side of the portfolio, yields remain stubbornly low, and investors are […]

By Steven Lamb |June 7, 2010

7 min read

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Making the most of vacation homes

Here’s a know-your-clients question. How many of your clients own vacation homes? If you were to add up all the cottages, condos and time shares, you might be surprised at the extent of second home ownership. Indeed, the value of vacation homes in Canada seems to have exploded over the past decade. Statistics Canada, which […]

By Michelle Munro |May 27, 2010

5 min read

Decorative pattern

Tax-advantaged investing

Investors have been enjoying a broad equity market rally for the past year, but many market commentators are sounding cautious about future gains. It’s a stock picker’s market now, the refrain goes, suggesting that the easy money has been made. On the fixed income side of the portfolio, yields remain stubbornly low, and investors are […]

By Steven Lamb |May 12, 2010

7 min read

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New rules for employee perks

The federal budget has key changes that will impact ownership and disposition of employer stock options. For those of you with clients who participate in public company employer stock option plans or whose investment portfolios currently include shares acquired under such plans, last month’s federal budget included some important changes that may affect strategies relating […]

By Gena Katz |May 10, 2010

3 min read

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Get group TFSAs working for you

As an advisor you now have another valuable product on your shelf to introduce to your clients. Most people are trying to catch up with what a Tax Free Savings Account (TFSA) is these days, never mind the “group” part. Let’s start at the beginning and walk through it together. Years ago, the Canadian government […]

By Sue Ricketts |May 5, 2010

5 min read

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Taxing foreign dividends

Canadian resident investors who hold U.S.-based (or other foreign-based) mutual funds in their non-registered accounts should pay close attention to the potentially negative tax consequences arising from the fact these funds are not considered pass-through type vehicles under Canadian law when it comes to the tax nature of their distributions. Investor Donald Ian Moyes learned […]

By Jamie Golombek |May 3, 2010

3 min read

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2010 tax filing tips

April 30th is the deadline for your clients to file their tax returns. The following is a top ten list of tax filing tips you can review with your clients to ensure they’re paying the least amount of tax possible. 1. Home Renovations If there was a year to make home improvements, 2009 was the […]

April 20, 2010

6 min read

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Coming to terms with the HST

This past holiday season, the kids received a DVD of heritage-era cartoons, not the ones with either of the famous big-eared rodents, but instead a collection of fractured fairy tales. One in particular caught my attention – a tongue-in-cheek version of the story of the ant and the grasshopper. You’ll recall the original pitted the […]

April 13, 2010

4 min read

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Taxing foreign dividends

Canadian resident investors who hold U.S.-based (or other foreign-based) mutual funds in their non-registered accounts should pay close attention to the potentially negative tax consequences arising from the fact these funds are not considered pass-through type vehicles under Canadian law when it comes to the tax nature of their distributions. Investor Donald Ian Moyes learned […]

April 9, 2010

3 min read

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Maximizing the TFSA

In 2009 Canada finally caught up with many of the OECD (Organization for Economic Co-operation and Development) countries’ use of tax-preferred accounts to stimulate domestic savings. The U.S. introduced the Roth Individual Savings Plan (Roth IRA) in 1997 and the U.K. debuted the Individual Savings Plan (ISA) in 1998—the product that’s most similar to our […]

By Rayann Huang |April 8, 2010

6 min read

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