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The minimum interest rate for family loans rose from 1% to 2% in October 2013, and should fall back to 1% in January 2014. But changes in the interest rate don’t take the lustre off this income-splitting strategy, say tax advisory and wealth management experts. Families can still benefit; the keys are understanding how the […]

  • November 12, 2013 May 13, 2019
  • 00:26

MSCI’s quarterly index rebalancing features significant shifts involving big Canadian names.

  • November 12, 2013 July 10, 2018
  • 00:00

Congratulations, you’ve just been selected by the OSC for a compliance review—beginning next week!

  • November 11, 2013 August 21, 2018
  • 05:00

Global markets have been volatile this year.

  • November 7, 2013 August 21, 2018
  • 04:55

The priorities of Canada’s wealthy are changing, and advisors who fail to adapt will see prized clients walk out the door.

  • October 30, 2013 August 21, 2018
  • 10:00

People aren’t taking full advantage of registered accounts.

  • October 29, 2013 August 21, 2018
  • 04:55

Innovative metrics are a must for effective stock selection

  • October 16, 2013 December 9, 2022
  • 00:36

Hunting for alpha isn’t just about stock picking, say three portfolio managers.

  • October 15, 2013 August 21, 2018
  • 00:00

Energy investors face a complex and dynamic marketplace.

  • October 3, 2013 August 21, 2018
  • 00:00

In 2013, it was generally more tax-efficient to earn business income as non-eligible corporate dividends everywhere but Quebec and P.E.I. After the proposed changes, however, it will be more tax-efficient to earn business income as regular income in six out of 10 Canadian provinces.

  • October 1, 2013 August 21, 2018
  • 00:05