# EXM-F03 — Taxable

**Flag: Current** — Verified against the live source. Safe to cite.

**Taxable:** fee-for-service investment or financial planning advice, under para (p)

## Sources

- B-105 (primary): https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/b-105/changes-definition-financial-service.html

Jurisdiction: FED · Verified 2026-08-27 · Review: legislative