Financial Planning

Financial Planning

Disinherit the black sheep

You've decided to disinherit a family member. How you go about it depends on which province you're in.

By Staff |November 12, 2014

4 min read

Financial Planning

When a dependant trumps a named beneficiary

A dependant of a deceased person may be able to access insurance proceeds that have been paid outside of an estate.

November 12, 2014

3 min read

Financial Planning

What it costs to have kids who play hockey

Learn if putting your kids in hockey is worth the investment.

By Sarah Cunningham-Scharf |November 12, 2014

1 min read

Financial Planning

Plan for extra business costs when expanding

There can be many benefits for an American company to have an employee presence in Canada, but it’s not without its complications.

By Kevyn Nightingale |October 24, 2014

3 min read

Financial Planning

Protect your home from divorce

Protecting your home or cottage from divorce can be complicated under provincial laws

By Staff |October 14, 2014

3 min read

Financial Planning

What it’s like to be a Canadian hockey player in the U.S.

Given the greater number of NHL teams in the U.S. versus Canada, it’s common for Canadian professional hockey players to live and play down south.

By Terry Ritchie |October 14, 2014

5 min read

Financial Planning

Planner: Talking about volatility hedging

Depending on your client’s investment objectives, risk tolerance and timeline, hedging against volatility may be a good strategy.

October 7, 2014

1 min read

Financial Planning

Beware whom you make a shareholder

Making a life partner a shareholder has broad implications

By David H. Shlagbaum |October 6, 2014

3 min read

Financial Planning

Presentation: What’s a reasonable business expense?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on what does, and doesn’t, constitute a proper business expense. The slides are designed to help you educate investors and prospects about what will bring unwanted attention from CRA. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier (there is no PowerPoint).

October 6, 2014

3 min read

Financial Planning

Planner: Partnership agreement workshop

Here are some ideas for an event to help connect the dots about partnership agreements.

October 1, 2014

3 min read

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