Advisor to Client

Decorative pattern

Defer tax before a family trust turns 21

Families often use trusts to pass on wealth, but it’s important to anticipate income-tax liability that can arise when CRA deems assets within those trusts to be disposed of.

By James and Deborah Kraft |February 13, 2015

3 min read

Decorative pattern

What’s the best way to invest in real estate?

If you're not well versed in the risks and challenges of property ownership — and you're contemplating exposure to real estate — REITs (real estate investment trusts) are a better choice.

By Kanupriya Vashisht |February 12, 2015

4 min read

Decorative pattern

What to look for in a REIT

When it comes to REITs, we focus on companies rather than sectors.

By Kanupriya Vashisht |February 12, 2015

5 min read

Decorative pattern

Financial Planning

Protect your philanthropic interests

When a wealthy, divorced Montreal man died, his three children learned they’d be sharing only half his estate

By John Lorinc |February 11, 2015

5 min read

Decorative pattern

Financial Planning

Buying real estate from non-residents

Non-resident investors have played a part in boosting Canada’s booming condo and real estate market.

By Jeanne Cheng |February 6, 2015

2 min read

Decorative pattern

Is tracking an index worth the cost?

You may see traditional index funds and ETFs as efficient vehicles for gaining diversified exposure to specific asset classes. But are indices precise representations of the underlying asset class?

By Brad Steiman |February 5, 2015

3 min read

Decorative pattern

LLC spells trouble for Canadians with U.S. property

For Canadians with U.S. property, a limited liability company (LLC) can cause major headaches due to the U.S.’s foreign reporting requirements.

By David A. Altro |February 4, 2015

3 min read

Decorative pattern

Financial Planning

Why broke people shouldn’t always choose bankruptcy

There’s more than one way to deal with being broke

February 3, 2015

4 min read

Decorative pattern

Financial Planning

How is your advisor paid?

Advisors guide you through the complicated realms of finance and investments.

February 2, 2015

3 min read

Decorative pattern

Financial Planning

Email Your Client: Understanding advisor compensation: fee-only

If you’re unsure how to begin the conversation about how you’re paid, here is a sample email you can send to explain fee-only compensation to clients.

February 2, 2015

1 min read

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