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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 ....

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Changes to capital-gains tax may prompt doctors to quit, Canadian Medical Association warns

Most physicians operate their practices as small businesses through medical professional corporations, which leaves them more sensitive to changes in capital-gains rules ....

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Advisors face difficult discussions about fees for bare trust filing services

With the CRA’s last-minute change, tax returns had already been filed in many cases ....

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Globe Advisor's Best of 2023: Focus on retirement planning

There are many financial issues to consider when it comes to retirement, but most are affected greatly by changing realities of how people are living during these golden years ....

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Ottawa advisor values independence | Investment Executive

A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice ....

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