Advisor to Client

Tax

Where Canada Revenue Agency finds money

Where the CRA looks for unexpected money in business audits.

By John Lorinc |October 8, 2013

2 min read

Risk Management

How to insure art

Most people underinsure their art collections, make sure to use an insurance company that knows what it’s doing.

By Vikram Barhat |October 4, 2013

2 min read

Risk Management

Conversation starter – Art insurance: an ounce of protection

Need to break the ice with clients about insuring their art collection? Try this

October 4, 2013

1 min read

Risk Management

You’re not too young to talk insurance

As a card-carrying millennial, you’re likely busy paying off debt and pursuing a better job, and insurance isn’t your top priority.

By Sarah Brown |October 1, 2013

2 min read

Risk Management

Conversation starter – Protect your estate against crippling tax

Need to break the ice with clients about protecting their estate against tax? Start by sending them this article.

October 1, 2013

1 min read

Investing

Invest in art

Investing in art has great tax and estate advantages. Here’s how to start collecting.

By Vikram Barhat |September 30, 2013

2 min read

Risk Management

Companies must protect key people

The right insurance structure helps companies survive when owners pass on

By Chris Ireland |September 30, 2013

2 min read

Tax

U.S. tax risk

The U.S. is cracking down on tax evasion. If you’re an American living in Canada you still need to pay U.S. tax and file returns.

By Beth Webel and Kaye Bland |September 26, 2013

3 min read

Tax

Making interest payments deductible

Does your loan pass the income test?

By Paul Gibney and Brent Pidborochynski |September 25, 2013

2 min read

Financial Planning

Protect your privacy as a donor

Giving anonymously lets you donate on your own terms.

By Melissa Shin |September 24, 2013

4 min read

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