Advisor to Client

Can you take a working tax holiday? Part 3

In Part 1, we looked at becoming a non-resident to shed Canadian tax obligations. In Part 2, we considered tax and investment implications when you become a non-resident and when you return to Canada. Here, we consider insurance policies for non-residents and the penalties if you file your tax return incorrectly.

By Jessica Bruno |November 26, 2014

3 min read

Financial Planning

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

November 25, 2014

3 min read

Financial Planning

Presentation: Donor-advised funds

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds. The presentation is in a Word file to simplify customization of our content to your clients’ needs (there is no PowerPoint).

November 25, 2014

3 min read

Financial Planning

Presentation: Charitable foundations

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The presentation is in a Word file to make it simpler to customize the content to your client’s needs (there is no PowerPoint).

November 25, 2014

2 min read