News and resources for Canada's top financial advisors
Financial Planning
Suffering from donation procrastination? Here are our strategies for making smart charitable donations.
By Christopher Mason |July 14, 2014
3 min read
Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.
By Christopher Mason |July 3, 2014
2 min read
Tax
You get a letter from the CRA saying you owe $100,000 in back taxes. What do you do?
By Christopher Mason |February 27, 2014
Industry
Think CRA got something wrong in your latest tax assessment? Here’s how to dispute it.
By Christopher Mason |December 11, 2013
Tax News
Your client gets a letter from the CRA telling her she owes $100,000 in back taxes. How do you help?
By Christopher Mason |June 18, 2013
What not to do in court
By Christopher Mason |May 14, 2013
Estate Planning
Ian Adams of ScotiaMcLeod suggests the following timeline.
By Christopher Mason |May 8, 2013
Help your client take on the taxman.
By Christopher Mason |April 30, 2013
Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes. These funds are separate from what resides in their investment portfolios (normally comprised of stocks, bonds or mutual funds).
By Christopher Mason |March 28, 2013
1 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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