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Why some business owners might now consider holding investments personally

KPMG’s Brian Ernewein explains how changes to the capital gains changes may affect the use of private corporations

British columbiaGarth myersAaron hectorMark mcgrathStephen burnsKevin spraggsDavid milsteadBrenda bouwMark burgessAndrew willisDanny bradburyBrian erneweinClare oharaKalloghlian myersCapital incCanadian investment regulatory organization

Why Ottawa is investing to provide financial advice for low-income Canadians

The federal budget provided $60-million over five years for financial charity Prosper Canada

New brunswickElizabeth mulhollandChris hannayJennifer dowtyAndrew pyleAlison macalpineRaj lalaJoel schlesingerA june boNoreen marchandVictor kuntzevitskyDavid burnieDiana mokRob carrickBrenda bouwWood gundy

Why clients may be feeling anxious this tax season

Many young people still misunderstood late-filing penalties and the need to file

United statesHelen burnett nicholsArmando minicucciDarryl whiteErica aliniJason pereiraJennifer tozserBrenda bouwBrianne gardnerStefanie ricchioTim cestnickStefanie marottaBrian erneweinGrant thorntonNational bank financial wealth management in calgaryVelocity investment partners at raymond james ltd

What clients want from a successor when their advisor retires

Relationship-based skills may be more important than performance

British columbiaJoseph devaneyKevin burkettDavid milsteadRobert coruzziNadine ahnRachelle younglaiWilmot georgeBrenda bouwAlison macalpineBrianne gardnerNicole ewingErica aliniVelocity investment partners at raymond james ltdCanada revenue agencyBurkett asset management ltd

Why biodiversity is the newest wave for ESG

Stephen Takacsy of Lester Asset Management says a new biodiversity fund will exclusively concentrate on pure green themes instead of companies that merely dabble in green initiatives

James newcombeChris warnerBrooke thackraySaira peeskerDavid milsteadHelen burnett nicholsBrenda bouwTim cestnickStephen takacsyClare oharaAngus reid instituteNicola wealth management ltdHorizons etfs management canada incLynx global biodiversity fundHousing corpLog increate free

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