News and resources for Canada's top financial advisors
Tax & Estate
HNW clients should plan now for the greater capital gains inclusion rate.
Featuring Jamie Golombek | April 17, 2024
Tax-loss selling, charitable giving and managing the new AMT.
Featuring Jamie Golombek | November 6, 2023
Equities
Risk management and diversification important in uncertain market.
Featuring Wincy Wong | September 4, 2023
Strategies to minimize tax implications, including the FHSA
Featuring Susan Wood | June 12, 2023
What clients need to know about the AMT, RESPs, intergenerational transfers and more.
Featuring Jamie Golombek | March 29, 2023
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Featuring Jamie Golombek | December 20, 2022
Strategies for tax-loss selling and more.
Featuring Jamie Golombek | December 13, 2022
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