Tax Strategies

Is your client a day trader? Is your client a day trader?

Tax Strategies

Is your client a day trader?

As online investing becomes more accessible, understanding this important concept is critical from a tax perspective

By Michael McKiernan |March 28, 2024

3 min read

Defer your pension to age 72? Quebecers now have the option Defer your pension to age 72? Quebecers now have the option

Tax Strategies

Defer your pension to age 72? Quebecers now have the option

Quebec retirees can receive up to 59% more in QPP under recent changes

By Rudy Mezzetta |March 26, 2024

3 min read

What happens if a mutual fund trust loses its status? What happens if a mutual fund trust loses its status?

Tax Strategies

What happens if a mutual fund trust loses its status?

The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations

By Melissa Shin |February 27, 2024

3 min read

Firms expect fewer Canadians will contribute to RRSPs this year Fallback Image Decorative pattern

Planning and Advice

Firms expect fewer Canadians will contribute to RRSPs this year

Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys

By Jonathan Got |February 13, 2024

2 min read