News and resources for Canada's top financial advisors
Estate Planning
Make sure business-owner clients have drawn up these documents.
By Mike George |January 15, 2013
6 min read
An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of the insured
By Mike George |November 26, 2012
5 min read
Get started with our 24-point plan
By Mike George |July 18, 2012
Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).
By Mike George |January 1, 2012
Industry
When people think of income planning, they usually think of retirement. Prior to retirement, Canadians are mainly concerned with paying debt and accumulating retirement assets, so they ignore income-planning opportunities.
By Mike George |November 9, 2011
3 min read
4 min read
Tax News
By Mike George |August 15, 2011
Succession planning for the cottage is complex, especially when it’s to be shared by multiple family members who all have an emotional attachment. For many cottage owners, values have increased so significantly that their children may be forced to sell it just to pay capital gains and probate taxes.
By Mike George |August 1, 2011
7 min read
March is flow-through share season: the time of year when Canadian resource and exploration companies are most likely to be out raising funds. Charitable-giving strategies using flow-through shares are relatively well known, but strategies using a corporate client’s capital dividend account, or CDA, are underutilized.
By Mike George |March 1, 2011
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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