News and resources for Canada's top financial advisors
Tax & Estate
Michelle Munro is director, tax planning, for Fidelity Investments Canada ULC.
Industry
This article examines when clients can get a tax break on investment fees.
By Michelle Munro |April 5, 2016
5 min read
Planning and Advice
Retirement is idealized in advertisements as a time of comfort and leisure.
By Michelle Munro |August 26, 2013
6 min read
Tax News
After 55 years, you would think that the basic idea behind RRSPs would be ingrained in Canadians' minds. Judging by the fact that only a quarter of eligible tax filers made a contribution, they might not even know enough.
By Michelle Munro |February 5, 2013
Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.
By Michelle Munro |July 11, 2012
2 min read
The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.
By Michelle Munro |March 26, 2012
Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.
By Michelle Munro |November 16, 2011
Here's a question to see how closely you've been reading my column. How many of you remember Ashley, the prototypical echo boomer profiled in December 2010?
By Michelle Munro |October 31, 2011
What you need to know
By Michelle Munro |October 4, 2011
Sooner or later, every homeowner is going to face the decision that my neighbour is about to make. She is of an age and life stage where it makes sense to sell her house and move into a home that requires less upkeep and physical demands. Of course, deciding to move is only part one […]
By Michelle Munro |August 3, 2011
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
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