DOSSIER HYPOTHÉCAIRE – Si un de vos clients envisage de vendre sa résidence, vous devriez l’avertir du changement de la politique de l’Agence du revenu du Canada (ARC) relativement à l’administration de l’exemption pour résidence principale.
Les Canadiens sont de plus en plus insatisfaits de leurs banques, en raison des frais bancaires plus élevés et des niveaux inférieurs de service, selon un nouveau sondage de JD Power and Associates.
Avec le MRCC 2 qui se pointe à l’horizon, les conseillers devraient davantage faire connaître leur valeur, car 44% des Canadiens qui font affaire avec un professionnel des services financiers n’ont aucune idée du montant qu’ils paient pour ses services en frais annuels. Pire, 25% croient qu’ils ne déboursent rien du tout.
The two primary wealth-management service providers to the Canadian credit union (CU)system are aggressively pursuing growth initiatives. Each is looking to solidify and build out their partnerships with CUs across the country.In May, Vancouver-based Credential Financial Inc. announced the launch of a new correspondent network platform, Credential Correspondent Partners, which offers trading, custodial and operational services to portfolio managers and independent brokerages.
Four dealer firms have seen their fortunes change dramatically year-over-year in this year's Dealers' Report Card.Two firms saw their performance ratings rise significantly in several categories vs last year, with both buoyed in large part by what their advisors said are their respective firms' stronger delivery in support services. Meanwhile, two firms saw their scores decrease significantly in several categories, with one troubled in part by communication woes and the other by the decline in the quality of its back-office services.
The federal government continues to bolster its efforts to fight offshore tax evasion and aggressive tax avoidance, recently announcing that it has established a team of experts at the Canada Revenue Agency (CRA) and will be providing the agency with $30 million over the next five years to crack down on offshore tax evaders.The dedicated team, the creation of which was announced in May, will be charged with implementing the anti-international tax evasion and avoidance initiatives the government proposed in the 2013 federal budget. The CRA group also will make sure that the full range of CRA resources are directed at those taxpayers not reporting their income from international property.