Practice

Planning and Advice

A tax refund isn’t a windfall: Golombek

Nearly 60% of Canadians are expecting a tax refund, with almost one out of four planning to use it to pay down debt.

By Staff |May 6, 2015

2 min read

Planning and Advice

What happens to inheritances in a bankruptcy

The last thing an aging parent or relative wants is for his estate not to be passed on as intended. But if an heir is bankrupt, what happens to his inheritance?

By Ted Michalos |May 6, 2015

3 min read

Planning and Advice

Should we scrap seniors’ discounts?

With half a million baby boomers turning 65 every year in Canada, the government could look at cutting seniors' price breaks.

By Staff |May 6, 2015

1 min read

Planning and Advice

How to build an effective compliance system

Regulators are paying increasing attention to firms’ compliance structures.

By Jonathan Heymann |May 1, 2015

3 min read

Economic Indicators

The financial worries keeping your clients awake at night

More than a third of Canadians surveyed say not having enough money actually keeps them awake at night.

By Staff |April 29, 2015

1 min read

Planning and Advice

Benefits of business ownership

These days, retirement doesn’t necessarily mean spending hours on a golf course or trekking around the world. People want to do other things with their new-found free time and, for many, that includes starting a business. According to a Global Entrepreneurship Monitor report, 18% of people who are involved in early-stage entrepreneurship are older than 55 and 7.9% are older than 65.

By Bryan Borzykowski |April 29, 2015

3 min read

Planning and Advice

Ontario Retirement Pension Plan becomes law

The Ontario legislature passed a bill to create the Ontario Retirement Pension Plan.

By Staff |April 29, 2015

1 min read

Planning and Advice

CRA extends filing deadline

CRA is extending the tax deadline to May 5 because the agency accidentally told some tax preparers the wrong date.

By Staff |April 28, 2015

1 min read

Planning and Advice

A new look for two Montreal advisors

The Conseiller.ca team in Montreal made over two advisors, Josée Jeffrey and Denis Preston.

By Bruno Geoffroy, Conseiller.ca |April 27, 2015

5 min read

Planning and Advice

Clients worry about outliving cash

“Nothing is certain but death and taxes.” That old saying – initially attributed to Benjamin Franklin – is truer than ever. But perhaps even worse than the prospect of death, in some clients’ minds, is the prospect of running out of money before getting there. Read on for a global perspective to help your clients ensure that their retirement stash lasts.

By Camilla Cornell |April 27, 2015

2 min read

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