2024年11月21日 · The staff of Advisor.ca have been covering news for financial advisors since 1998.

2024年12月9日 · AdobeStock / Jeff Whyte. The prescribed rate on loans to family members will be 4% in the first quarter of 2025, and the interest rate Canadians must pay on overdue tax …

2023年10月10日 · The benefits of the new tax-free first home savings account (FHSA) double when each member of a couple is eligible to open an account. Married or common-law …

2024年9月25日 · AdobeStock / Nishihama. While recent changes in federal tax policy may affect whether trusts represent the best planning strategy for some families, the vehicles still have …

2024年12月30日 · AdobeStock / Angus. The big questions in Canadian finance heading into 2024 were whether the economy could avoid a recession and what would happen with interest rates.

2024年10月15日 · AdobeStock / Alex. The TFSA dollar limit will be $7,000 in 2025, matching the 2024 amount. That means the total contribution room available next year for someone who …

2024年10月15日 · iStock / Christa Boaz. In the wake of its settlement with U.S. regulators and law enforcement over its failed anti–money laundering (AML) controls, troubled Toronto-Dominion …

2024年11月1日 · iStock / Bob Bosewell. The year’s maximum pensionable earnings under the Canada Pension Plan for 2025 will be $71,300, up from $68,500 in 2024, the Canada …

2020年8月7日 · A lack of planning can impede your client’s wishes. When your client leaves assets to a minor — either as a beneficiary of the client’s will or a named beneficiary of a …

2024年12月18日 · iStock / ArtistGNDphotography. After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement …