Advisor to Client

Financial Planning

Client Letter – Budget 2015

This year’s budget contains some generous changes.

By Staff |April 21, 2015

3 min read

Investing

Using whole life insurance

Insurance plans must be able to withstand the pressures of time, while delivering what was promised years earlier.

April 17, 2015

3 min read

Tax

Filing taxes for busy families

If you're paying off student loans, adopting, or raising a family, don't miss these tax savings.

By Jessica Bruno |April 7, 2015

2 min read

Tax

Telling CRA about foreign assets

If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to know about them.

By Francois Bernier |April 7, 2015

4 min read

Investing

Have U.S. property? Manage currency risk

A look at three options: hold, rent or sell.

By Suzanne Sharma |April 3, 2015

4 min read

Financial Planning

How to remove an executor

We detail the criteria to remove an executor, and the likelihood of the beneficiary’s efforts succeeding.

By James Dolan |April 3, 2015

3 min read

Tax

Will new trust rules impact you?

An alter ego trust (AET) can be useful for Canadian residents 65 or older who want to avoid probate tax on transfer of assets.

By David A. Altro and Heela Donsky |April 3, 2015

3 min read

Financial Planning

Income sources for students

Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants, tax breaks and bursaries.

By Lisa MacColl |April 2, 2015

3 min read