Advisor to Client

Tax

Testamentary trusts and taxes

Whether you’re creating a trust or are an executor, it’s important to know how trust taxation works.

By Elaine Blades and Scott Cummings |March 17, 2014

2 min read

Investing

Understanding factor-indexed ETFs

Factor-based exchange-traded funds are designed to get you returns that fall beyond those of traditional ETFs, which are based on a stock’s market capitalization.

By Barry Gordon and Rohit Mehta |March 14, 2014

2 min read

Tax

How to handle a CRA reassessment

Has the CRA come knocking with questions, or made what you believe is a serious mistake?

March 13, 2014

3 min read

Investing

Diversify with a bike

Collectible motorbikes, symbols of rebellion and liberty, can also be sources of something decidedly conservative: capital preservation.

By Vikram Barhat |March 12, 2014

3 min read

Investing

Be a forward-thinking investor

It’s human nature to look at past performance to try and gauge what the future holds.

By Staff |March 11, 2014

1 min read

Risk Management

5 mistakes to avoid as an executor

Without a legal or financial background, being an executor can be tough going. Avoid these five common mistakes.

By Elaine Blades |March 11, 2014

3 min read

Tax

Tax credits for seniors

One of the perks of getting older is being able to take advantage of more tax credits. Take a look at the potential savings.

March 11, 2014

2 min read

Tax

Factor tax when selling a business

The tax rules associated with selling a business give even experts headaches.

By Paul McLaughlin |March 10, 2014

3 min read

Tax

Death and taxes: What you need to know

Income taxes in the year of death can be quite significant. They’re inescapable, and should be factored into your financial or estate plan.

By Elaine Blades and Scott Cummings |March 10, 2014

3 min read

Tax

Presentation: Do you own more than one home?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when clients own more than one home (Based on an article by Jacqueline Power). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

March 10, 2014

1 min read

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