Advisor to Client

Tax

Tips for deducting interest

Many people borrow to invest and hope to deduct the interest costs. But the tax rules are strict.

By Stella Gasparro |September 4, 2013

2 min read

Tax

What is alternative minimum tax?

Did you earn more this year than last year? You might be subject to Alternative Minimum tax.

By Stella Gasparro |September 4, 2013

2 min read

Investing

Invest more aggressively in TFSAs

To shelter a private placement investment inside a TFSA, the stock has to be shares of a specified small business corporation.

By Stella Gasparro |September 4, 2013

2 min read

Financial Planning

Planner: Budgeting seminar

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

September 4, 2013

2 min read

Financial Planning

Presentation: TFSA vs. RESP

Here’s some text to help you put together a topical presentation on education savings options that you can customize for your next client meeting.

September 4, 2013

1 min read

Financial Planning

Worksheet: Your university budget

Here a worksheet that can help you walk a client through education savings options and achieve a better outcome.

September 4, 2013

1 min read

Financial Planning

How business owners can fund kids’ schooling

Being a business owner gives you some advantages when it comes to saving for university.

By Staff |September 4, 2013

1 min read

Risk Management

Don’t co-sign a mortgage

If you co-sign your child’s mortgage, you’re held legally responsible if he or she fails to make payments.

By Lisa MacColl |September 3, 2013

4 min read

Financial Planning

Preserve your legacy

Wealth brings its own set of problems, among them large tax bills and uncertain asset transfer upon death.

September 3, 2013

2 min read

Risk Management

Before getting married… again

Getting remarried? Your custody, child support and spousal support obligations could change

By Suzanne Sharma |September 3, 2013

2 min read

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